The marks mentioned above, identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
ABOUT ACAP ASSET MANAGEMENT
ACap Asset Management is a Fee-Only financial advisory firm specializing in advising doctors and other medical professionals. Because ACap works primarily with medical professionals, we better understand the unique needs and circumstances of our clients, and provide highly personalized and professional service. At ACap, we carefully and frequently monitor our clients’ investments to ensure investments are commensurate with each client’s goals and risk tolerance. In addition, we are not wed to any investment banks, insurance companies, or mutual funds; as a result, we are free to offer our clients the best investments most suitable to their needs. Therefore, and most importantly, our advice is free from any conflicts of interest.
ACap is “Your Prescription for Sound Financial Advice.”
For additional information contact ACap at firstname.lastname@example.org, (310) 779-7512, or on the web at www.acapam.com
ABOUT THE CFP BOARD
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes approximately 61,000 individuals to use these marks in the United States.
For more about CFP Board, visit www.CFP.net.
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ACap Asset Management is a Fee-Only financial advisory firm specializing in advising medical professionals. ACap does not work on commissions, nor sell any products; thus, our advice is free from any conflicts of interest.