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The CFP® Difference

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For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

There are seven major principles each CFP® professional must follow:

  • Integrity

  • Objectivity

  • Competence

  • Fairness

  • Confidentiality

  • Professionalism

  • Diligence

Get in Touch


(619) 886-2714
jburmane@eaglestrategies.com

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Our Location


55 S Lake Ave, Ste 200
Pasadena CA 91101

Disclosure

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

footer logo
  • ABOUT
    • Meet James
    • The CFP® Difference
    • Strategic Alliances
    • Planning Process
  • EXPERTISE
    • Services for Individuals and Families
    • Services for Business Owners
    • Services for Pre-Retirees and Retirees
    • Investment Management
  • EDUCATION
    • Investment Newsletter
    • Calculators
    • Helpful Links
  • CONTACT US
    • Location and Contact
    • Schedule a Meeting
  • CLIENT LOGIN
    • eMoney
    • Eagle Strategies
    • New York Life
    • Mainstay Funds
    • American Funds

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