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Connecting Your Financial Life

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The esteemed CERTIFIED FINANCIAL PLANNER™ certification is awarded by the Certified Financial Planner Board of Standards, Inc. to financial professionals who complete a lengthy and demanding certification process that includes not only education, examination and experience requirements but also actively-enforced ethics requirements that hold CFP^® certificants to a fiduciary duty of care. To attain CFP^® certification, a candidate must first complete a thorough course of study, pass the rigorous CFP^® Certification Examination and maintain the designation’s continuing education requirements each subsequent year.

DeCesare Retirement Specialists has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients. By using Schwab as primary custodian, DeCesare Retirement Specialists has access to a wide range of products and services that help us serve our clients.

The Financial Planning Association^® (FPA^®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.

WiserAdvisor is an online service that connects investors to local financial advisors and financial planners. It is an independent and free service provided to investors, allowing them to find local professionals who can help them build their portfolios, plan for retirement, manage their estates, or to help them with other investment issues.