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Why A CFP®

Anyone can call themselves a financial advisor. Only those who have met CFP Board's high standards for certification can call themselves a CFP® professional.

Client Centered

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.

Financial Solutions For Every Season Of Life

At Genesis we believe it’s what we do after we plant the seed that matters and more importantly why we are planting the seed.

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