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Certified Financial Planner (CFP®)

The CFP® has emerged as the industry standard for financial advisors who focus on comprehensive financial planning. Our founder, William T. Heidig, served as a leader in the early days of the profession and has been a CFP® for more than 30 years.

CFP® professionals must complete a CFP® Board-Registered Educational Program, pass a comprehensive two-day certification examination, meet the CFP® Board’s stringent experience requirements, and subscribe to the CFP® Board’s Code of Ethics and Financial Planning Practice Standards.  In addition, each CFP® professional must complete a minimum of 30 hours of continuing education every 24 months. The Code of Ethics & Professional Responsibility requires Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.

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Media Office: Fiscal Wise, Inc., 516 South Avenue, Media, PA 19063-4015Phone: 610-891-7760
Northern Lancaster County Office: Fiscal Wise, Inc., 112 Muddy Creek Church Rd, Denver, PA 17517
Lancaster - Meeting Office: Regency Offices, 2148 Embassy Drive (near Rohrerstown Road and Columbia Avenue), Lancaster, PA 17603

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