Ask A Doctor If Credentials Matter

If you needed a pacemaker, who would you call?

The doctor?
Or the pacemaker salesman?

That feels obvious in medicine.
But in financial services? It’s not always clear who’s who.

Some advisors are trained to listen, assess, and treat your whole financial picture.
Others are trained to sell. And they’re very good at it.

That’s why credentials matter.
Not because the letters are fancy.
But because they tell you who’s actually here to help you—not sell to you.

Anyone can call themselves a “financial advisor.”
But not everyone is a CFP® (Certified Financial Planner).
Not everyone is a CPA with deep training in taxes and strategy.
And not everyone is required to act in your best interest.

I am.
But this isn’t about me.

It’s about helping you know the difference.

Because you deserve real advice, not a sales pitch.