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Do I need a Trusted Contact?

June 21, 2022

As part of our proactive planning approach here at Keystone Financial Services, we want to assist our clients in quickly and effectively addressing any suspected

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Market Commentary | June 14, 2022

June 14, 2022

Inflation is proving to be far more tenacious than markets had hoped. The idea that inflation peaked in March was put to rest last week

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Market Commentary | June 7, 2022

June 7, 2022

How strong is the United States economy? That’s the question investors were mulling after last week’s jobs report. More jobs were created in May than

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Market Commentary | May 31, 2022

May 31, 2022

Investors reassessed and markets bounced. Last week, major U.S. stock indices moved higher for the first time in weeks. The Dow Jones Industrial Average gained

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Why Investors Should Avoid Overconcentration

May 25, 2022

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation

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How Women Can Overcome Obstacles to Retirement

May 25, 2022

Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but

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Market Commentary | May 24, 2022

May 24, 2022

On the fear and greed cycle. One of the most challenging times for investors is a market downturn. Whether markets are experiencing a correction or

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Market Commentary | May 17, 2022

May 17, 2022

Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others

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Market Commentary | May 10, 2022

May 10, 2022

There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling

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Market Commentary | May 3, 2022

May 3, 2022

Correction and contraction…. Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree,

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Keystone Financial Services is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Keystone Financial Services and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Keystone Financial Services unless a client service agreement is in place.

The Certified Financial Planner (CFP®) designation is a voluntary certification that is recognized in the United States and a number of other countries for its (1) high standard of professional education, (2) stringent code of conduct and standards of practice, and (3) ethical requirements that govern professional engagements with clients.
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). The CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Complete a minimum of three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Agree to be bound by the CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for the CFP® professionals.

Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

  • Complete thirty hours of continuing education hours every two years, including two hours related to the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, LLC.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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    Suite 201
    Chandler, AZ 85226
  • (480) 369-6804

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