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What is a CERTIFIED FINANCIAL PLANNER® Professional?

The CERTIFIED FINANCIAL PLANNER® certification is recognized as the standard of excellence in financial planning.  Awarded by the CFP® Board (www.CFP.net), this designation indicates advanced knowledge, real-world experience, and a strict commitment to acting in clients’ best interests.

CFP® professionals are trained to create comprehensive, personalized financial plans that integrate every aspect of your financial life, from investments and retirement to taxes and estate strategies.

Matthew Holbrook, CFP®

Senior Vice President, Financial Advisor


         


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Why work with a CFP®?
When it comes to financial planning, not all advisors are the same. Working with a CFP® professional means working with someone who has met the highest standards in education, ethics, and expertise in the industry.

At Coastline Wealth Advisory, we believe your financial future deserves nothing less.

CFP®'s are also held to the highest ethical standards in the industry, priding themselves on:

  • Integrity
  • Objectivity
  • Competence
  • Fairness
  • Confidentiality
  • Professionalism
  • Diligence


Why Does It Matter?

Choosing a CFP® professional gives you a clear advantage:

1. Fiduciary Responsibility
CFP® professionals are bound by a fiduciary duty, legally requiring them to always put your best interests first.

2. Comprehensive Knowledge
Unlike general advisors, CFP® professionals are trained across a broad range of financial topics, ensuring no aspect of your financial picture gets overlooked.

3. Higher Standards of Ethics and Accountability
Every CFP® professional agrees to uphold a strict Code of Ethics and Standards of Conduct. This means honest advice, clear recommendations, and transparency in every conversation.

4. Rigorous Education and Testing
To earn the CFP® designation, advisors must complete extensive coursework, pass a comprehensive national exam, and meet ongoing continuing education requirements.

5. Customized Planning, Not Cookie Cutter Advice
CFP® professionals focus on your unique goals, helping you design and adjust your plan as your life evolves.

Looking for a CFP® in Newport Beach, CA?

Matthew Holbrook is a local CFP® professional who seeks to help individuals pull their finances together, solve individual financial problems, and make a plan to pursue your financial goals.

 

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.