The term “financial planner” is used by many financial professionals. You should ask any planner what qualifies him or her to offer financial planning advice.
A CERTIFIED FINANCIAL PLANNER™ must have passed a rigorous CFP certification process that includes significant education and experience requirements, as well as pass a comprehensive exam that tests their personal financial planning knowledge and skills.
Additionally, CFP registrants must meet regular continuing education requirements (30 hours/2 years) and ethics requirements. You may visit www.CFP-Board.org to check whether your financial planner is a CERTIFIED FINANCIAL PLANNER™.
According to popular definition, a “Trilogy” is a series of three related items that together create a complete work of art.
Trilogy Wealth Advisors is a culmination of many years of experience in personal wealth advisory services and the coming together of our three Managing Partners – Tom Hofbauer, Jill Powers, and Steve Hess – each with a different set of professional financial skills, that when combined, create a positive and professional planning experience for our clients. And while you might not consider our Peace of Mind Wealth Management Process to be “art” in the traditional sense, we feel that the same qualities go into our work: technical knowledge, years of experience, quality tools, and a passionate commitment to excellence.
Financial planning Bryan Ohio