257 Monmouth Road
John J Grande CFP®, John S Grande CFP®, Traudy Grande CFP®
Because you may have several financial milestones you’re interested in meeting, we can help you look at your complete financial picture. As CFP® professionals and with access to a broad array of resources, we can develop a detailed inventory of your financial assets to find out where you stand.
Through an interactive investment approach, we can help you identify your financial priorities in light of current conditions and then make adjustments as your life and the markets change.
To earn the CFP® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience, and ethics requirements.
Taking a comprehensive approach to meeting clients’ financial needs, a Financial Advisor with a CFP® certification has completed training on nearly 100 integrated financial topics, including:
In addition to finishing the coursework on financial topics, the candidate is required to earn a bachelor’s degree (or higher) or its equivalent, in any discipline, from an accredited college or university.
TPassing the CFP® Certification Examination is another requirement for CFP® certification. This comprehensive exam is scheduled to take 10 hours to complete and tests each candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics specified by the CFP® Board.
The CFP® Board also requires that, to fulfill the CFP® certification, a candidate must have sufficient work experience within one or more of the following six elements of financial services:
The CFP® certification requires that a candidate agree to adhere to the CFP® Board’s Code of Ethics and Professional Responsibility and to Financial Planning Practice Standards. A CFP® professional must also acknowledge the CFP® Board’s right to enforce this code of ethics and practice standards.