Broker Check

Why Choose a CFP® Professional

An advisor who has earned the CERTIFIED FINANCIAL PLANNER™ certification has completed a comprehensive education course, met an experience in the field requirement, and passed a rigorous exam. You’re working with someone who has committed to CFP Board, as part of their certification, that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client. The Ivins Englund Group is proud to have Alex Englund, CFP® serve as the team's CERTIFIED FINANCIAL PLANNER™ professional.

CFP® professionals are trained in:

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Management
  • Insurance Planning


Fiduciary Duty: Your Best Interest Comes First

CFP® professionals commit to high ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.

Baird makes available to its client's various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services. Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services. For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.


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