Financial Planning is at the core of our wealth management process and our CERTIFIED FINANCIAL PLANNER™ professionals Michael C. Kusick, CFP®, Nicholas T. Christie, CFP® and Robert P. Iannazzo, CFP® work closely with their Investmark colleagues to provide all of our clients with state of the art financial planning and advice.
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. The CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. While Investmark has always prided itself on putting our clients’ interests first, the CFP® Board offers the public a more official, standardized recognition of that vital principle. The CFP® Board requires extensive training, ongoing education, and strict adherence to their code of ethical and practice standards.
For more detailed information about these standards and the benefits of working with a CFP®, you can visit their website at www.cfp.net.