Joe Bonnett has earned the following designations:

CFP® or Certified Financial Planner™: People may think that all financial planners are “certified,” but that isn’t true. Many people call themselves financial planners, but only those who have fulfilled the certification and renewal requirements of the CFP Board’s standards can display the CFP certification mark.

CFP certification demonstrates that Joe Bonnett has undergone an extensive training process. This rigorous training program encompasses many areas of financial planning. CFP professionals are qualified to assist clients with most of their financial planning needs.

ChFC® or Chartered Financial Consultant: Conferred by The American College, the ChFC designation focuses on comprehensive financial planning as a way to collect and analyze information, establish specific financial goals and formulate, implement and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial planners with in-depth knowledge of the skills needed to better serve their clients.