Your Rights as a Financial Planning Client


This summary is taken from the Certified Financial Planner Board of Standards, Inc., and Meyers Wealth Management stands by it:

  • You have the right to a planner who has integrity
  • You have the right to objective advice
  • You have the right to a planner who is competent
  • You have the right to be treated fairly
  • You have the right to privacy
  • You have the right to a planner who is professional
  • You have the right to a planner who is diligent


The CFP Board has a nice discussion of these issues here: <http://www.cfp.net/learn/knowledgebase.asp?id=13>.

Meyers Wealth Management, where our goal is to help you achieve your goals
111 First St • Los Altos, California 94022 • MeyersMoney.com • 1-800-993-2994
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David S. Meyers, CFP 2017