Certified Financial Planner (CFP) | Mimi Bebe

A Certified Financial Planner (CFP) is a professional who meets rigorous education, examination, experience, and ethics requirements to provide comprehensive financial planning services. CFPs help individuals and families manage their money, plan for retirement, invest wisely, and achieve their long-term financial goals. They act as fiduciaries, meaning they are legally obligated to act in their clients' best interests. Services often include retirement planning, investment management, insurance needs analysis, estate planning, and tax strategies. Choosing a CFP involves understanding their fee structure (fee-only, fee-based, commission) and ensuring their expertise aligns with your specific financial situation and objectives.