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Why work with a CFP®?

CERTIFIED FINANCIAL PLANNER™ professionals, also referred to as CFP® certificants, are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s ongoing certification requirements to use the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™. All CFP® certificants agree to abide by CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards, and have voluntarily submitted to the regulatory authority of CFP Board, which can suspend or permanently revoke an individual’s CFP® certification if findings of unethical conduct are made. To learn more about the requirements for CFP® certification, or to learn how to pursue a career as a CERTIFIED FINANCIAL PLANNER™ professional, visit CFP Board’s website.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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