319 Barry Ave. S.
Katie Williams is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and an Accredited Investment Fiduciary® (AIF®) designee. The fiduciary standard of care requires that a financial advisor acts solely in the client’s best interest when providing financial advice.
CERTIFIED FINANCIAL PLANNER™ professionals providing financial planning services must abide by the fiduciary standard, as defined by the CFP Board. In addition to the fiduciary standard, CFP professionals are held to a strict code of ethics and standards of conduct
Code of Ethics
A CFP® professional must:
In addition to being held to strict ethical standards, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.