Sunday, May 22, 2022

Finding the right financial planner

Glen D. Smith

All day, every day, financial chatter is unavoidable.

It pours out of your smartphone and tablet. It dominates front pages. Radio updates every half hour. Entire satellite channels are devoted to it. And cable channels fill hours with experts and analysts “discussing” market trends and prospects.

For anyone looking to work with a financial planner for the first time, it can be overwhelming. A quick web search for “financial planners Dallas” returns 64 million hits.

How do you make sense of that?

A good place to start is by identifying a financial planner that is certified by Certified Financial Planner Board.


If you have never worked with a financial planner before, you might think that all financial planners are “certified.” This simply isn’t true. Anyone can call themselves a “financial planner.” But only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

When selecting a financial planner, you should feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.

469–212–8072 | | 1029 Long Prairie Road, Suite C, Flower Mound,
TX 75022



Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Glen D. Smith and Associates is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The website link included is provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any third-party web site or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

CTG Staff
The Cross Timbers Gazette News Department

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