When you work with Legacy Wealth Management, you will always have a CERTIFIED FINANCIAL PLANNERTM professional working directly with you.
What are Certified Financial Planners?
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.
MEET OUR SUPPORT STAFF
Our experienced staff is the backbone of our firm, they help with the day-to-day and keep the company running.