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Let's Make a (Financial) Plan - Why You Should Hire a Certified Financial Planner (CFP®)

What exactly is a Certified Financial Planner?







Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERand federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. 

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Important News

On June 22, 2006, Scot L. Stark, MBA, CMFC, CFP® was admitted to the Paladin Registry and ranked in the top 10% of advisors in the financial planning profession. 

According to Jack Paladin, founder of the Paladin Registry ( and author of the book, Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, the registry provides free public services to investors who require the services of financial planners and advisors.  The registry’s service allows investors to find high-quality, competent, and trustworthy financial advisors to achieve their financial goals. In addition, Scot was also awarded Paladin's Five Star Quality Designation. 

Click on the below link to view the Paladin Press Release admitting Scot into the registry.

View the press release

2013 Hours of Operation & Holidays

2013 Office Closures
New Year's Day - January 1
Martin Luther King, Jr. Day - January 21
Washington's Birthday/President's Day* - February 18
Good Friday - March 29
Memorial Day - May 27
Independence Day - July 4**
Labor Day - September 2
Thanksgiving Day - November 28
Day After Thanksgiving*** - November 29
Christmas Day - December 25****

* Washington's Birthday was first declared a federal holiday by an 1879 act of Congress. The Monday Holiday Law, enacted in 1968, shifted the date of the commemoration of Washington's Birthday from February 22nd to the third Monday in February, but neither that Law nor any subsequent law changed the name of the holiday from Washington's Birthday to President's Day.

** The market wil also close early at 1 p.m. Wednesday, July 3rd, 2013.

*** The NYSE Trading Floor will close early at 1 p.m. on Friday, November 30th, 2013 (the day after Thanksgiving). However, SSCM, Inc. will be closed for the entire day on the day after Thanksgiving.

**** The market will also close early at 1 p.m. Tuesday, December 24th, 2013.






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