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EP41: What is a Certified Financial Planner (CFP)? – 4.19.23

WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)?
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS

with Sandy Hornor | CEPS
Managing Director, Wealth Management & Executive Manager, BWFA

and special guests

Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS
Financial Planner, BWFA

Joseph DePatie | CFA, CFP®, CDFA®
Associate Financial Planner, BWFA