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Why Choose a 
CERTIFIED FINANCIAL PLANNER™ Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP®professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

509-888-1556

Located in the Morris Building
23 S Wenatchee Ave
Ste 113
Wenatchee, WA 98801

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy) Sage Hills Financial is not registered as a broker-dealer or investment advisor.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

©2022 by Sage Hills Financial. 

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