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:
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.