Experience

Every financial advisor at Favrile Financial is a CERTIFIED FINANCIAL PLANNER®. Only 17% of California's financial advisors meet this standard. In California, there are over 52,000 people who are call themselves financial advisors. However, only 9,281 of these advisors have completed the requisite educational courses in tax, investments, insurance, financial planning and more, passed a comprehensive day-long exam and met other criteria to become an CFP®.  Ongoing continuing education is required to keep CFP® status. Every CFP® must adhere to a strict "Code of Ethics and Standards of Conduct" and held to that by the CFP Board.