Our Advantage

Advanced Credentials to Serve Clients’ Planning Needs

Not all financial planners are certified.  In fact, only a select group of planners have fulfilled the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional.

A CFP® certification means a financial advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients.  Once certified, CFP® professionals are held to the highest of standards in terms of ethics and responsibility.  As a CERTIFIED FINANCIAL PLANNER™ professional, Leslie Roper Day is committed to always putting the client’s needs first and offering objective advice and recommendations.

Additionally, Leslie is an Accredited Investment Fiduciary® (AIF®), which means she has the ability to implement a prudent process into her investment practices and help her clients implement policies and procedures.

It’s important for clients to trust their financial advisor and working with a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® may provide an added sense of security.