CERTIFIED FINANCIAL PLANNER™ (CFP®)

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CERTIFIED FINANCIAL PLANNER™ certification is a widely recognized designation in the financial services industry. 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.

With our CERTIFIED FINANCIAL PLANNER™ (CFP®) background, we provide our clients with a comprehensive approach to wealth management consistent with their goals, keep them informed about their money, and provide these services in a first class environment. 

Comprehensive wealth is more than investments. The four cornerstones of wealth are:
  1. Investments
  2. Liability Management
  3. Risk Management
  4. Trust & Estate Planning
We have expert training in order to help you build, manage, protect, and transition your wealth.
Pharos Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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