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Learn About CFPs and RIAs

Ware proud of our  C.F.P. ®
designation and R.I.A. status.

CERTIFIED FINANCIAL PLANNER®: "Let's Make a Plan" TV Public Awareness Commercial 



C.F.P. stands for CERTIFIED FINANCIAL PLANNER. Guidant Wealth's own Frank Patzke and Tony DiMaso both hold this designation.

  • CFP®s generally are recognized for standards of excellence for competent and ethical personal financial planning.


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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.