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Why should I work with a CFP® professional?

Not all financial advisers are held to the same standard.

When you work with a CERTIFIED FINANCIAL PLANNER® professional, you’re choosing an adviser who has met rigorous education, examination, experience, and ethics requirements established by CFP Board - combining technical expertise, real-world experience, and a commitment to putting your interests first.

What sets CFP® professionals apart:
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Comprehensive Training

They are trained to look at your entire financial picture - not just one piece of it. This includes investments, tax strategies, retirement planning, estate considerations, and risk management.

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Proven Competency

They must pass a rigorous 6-hour exam designed to test their ability to apply financial concepts to real-life situations - designed to help guide complex decisions with clarity.

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Real-World Experience

They must complete 6,000 hours of hands-on experience working directly with clients (or qualifying apprenticeship experience), building the practical knowledge needed to navigate real-world financial decisions.

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Fiduciary Commitment

They are required to act in your best interest and are held to a strict code of ethics and professional standards.

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Ongoing Accountability

They must complete continuing education, including ethics training, and maintain their certification to ensure their advice remains current.

At Fidara Financial, this standard is foundational to how we serve our clients.

Source: CFP® website.

CFP® certification is granted by CFP Board. CFP professionals must meet education, examination, experience, and ethics requirements and complete continuing education to maintain certification.

WHAT IS A CFP CERTIFICATION?
Disclosure

Reie Levi is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

Reie Levi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

Robert Ostberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Fidara Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Fidara Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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