Ranstrom
Financial Planning Services| Doyle A. Ranstrom, MS, CFP | Ryan S. Berg, CPA, CFP, PFS | Courtney E. Ranstrom, MBA |
| What is a CFP? Why choose a CFP? | Biographies |
What is a Certified Financial Planner professional?
According to the Certified Financial Planner Board of Standards (www.CFP.net), the CFP certification is awarded to individuals who have completed education and experience requirements, passed required examinations, and agreed to fulfill continuing education and ethics obligations. Both Doyle and Ryan have obtained this certification. Courtney is working towards this certification.
Why choose a CFP professional?
Financial planning and money management involves developing a relationship with a client and taking into account a client's personal situation, including goals and financial status, and presenting and implementing financial planning recommendations and monitoring the progress of those recommendations. When choosing your financial advisor, important factors to consider are his or her qualifications, experience, services offered, compensation arrangements, and approach to financial planning. At Ranstrom Financial Planning we offer a unique mix of all of the above. As our biographies indicate, we have over 25 years of experience in the financial services industry and a staff with impressive credentials. We offer a wide variety of services and compensation arrangements to fit your individual needs.