CFP in Hauppauge NY | NestEgg Advisors

At NestEgg, We Are CFP® Professionals

Why Work With a CERTIFIED FINANCIAL PLANNER® Professional?

When it comes to your financial future, we know how critical it is to work with someone you trust. At NestEgg Advisors, we believe that the CERTIFIED FINANCIAL PLANNER™ certification is the gold standard for financial planning advice, and our advisors Bud Levy, Danny Larsen and Evan Levy have each earned this title certification. This means they have completed a multi-year, multi-step process to obtain the skills and experience needed to serve your best interests including the following:

Education

CFP® professionals have the knowledge to deliver comprehensive financial planning services, and they must fulfill continuing education requirements.

Examination

CFP® professionals must pass an exam that tests their ability to apply financial planning knowledge to real-life situations.

Experience

CFP® professionals have at least two years of applicable experience providing financial planning services.

Ethics

Each CFP® professional commits to following a code of ethics and standards set and enforced by the Certified Financial Planner Board of Standards.

To learn more about an advisor’s background and disciplinary history, click FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure.

To verify the status of a CFP® professional with the CFP Board, click the CFP Board’s Verify tool.

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