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Why a CFP®?

Anyone can be a Financial Planner. The CERTIFIED FINANCIAL PLANNER® designation is different. 

Learn more about why clients should choose to work with a CERTIFIED FINANCIAL PLANNER® professional and the high ethical standards, experience, and rigorous education the designation requires to provide comprehensive financial planning tailored to your unique circumstances.

Why Work With a CFP® Professional?

Working with a CERTIFIED FINANCIAL PLANNER® professional adds value to your financial life.

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Let's Make a Plan.



Mrs. Dana Trowbridge-Mette's

CFP® Professional Profile. 

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Code of Ethics and Standards of Conduct.

CFP® Board's Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics.

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