Brian obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008. The CFP® certification represents the highest level of competency, ethics and professionalism in the industry. Through the code of ethics, CFP® practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. Once certified, CFP® practitioners are required to maintain technical competence. Every two years, they must complete a minimum 30 hours of continuing education to stay current with developments in the financial planning profession and to better serve clients.

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Social Security Planning Strategies

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