Phone: (973) 316-1212  |  Address: 210 Malapardis Rd, Cedar Knolls, New Jersey 07927  |  customerrelations@aljenam.com

CFP®

As CFP® professionals we meet rigorous education and experience requirements and are required to complete continuing education coursework.  We are held to ethical and professional standards in the financial industry.  CFP® professionals must master nearly 100 integrated financial planning topics ranging from:

  • Investments
  • Income tax planning
  • Retirement planning
  • Employee benefits
  • Estate planning
  • Risk management
  • Insurance

As CFP® practitioners we adhere to a strictly defined planning process:

  • Meet with clients and gather data
  • Establish and define the Client-Planner Relationship
  • Analyze and evaluate the client’s current financial status and goals
  • Developing and presenting financial planning recommendations and processes
  • Implementing the financial planning process
  • Ongoing monitoring of the process and recommendations
  • Practicing with professional and regulatory standards

CFP® Practitioners must agree to abide by a strict code of ethics.

  1. Integrity
  2. Objectivity
  3. Competence
  4. Fairness
  5. Confidentiality
  6. Professionalism
  7. Diligence
  8. Provide you with information about their sources of compensation and conflicts of interest in writing.

CFP® Practitioners are compensated for their services they provide in different ways.  Some are paid through commissions, and others through fees or a combination of both.

As more people call themselves “financial planners”, finding the right professional to address your financial planning needs isn’t always as easy.  Become familiar with a certified financial planner’s business style and understand the level of services he or she provides.  Look for a measure of the planner’s commitment to ethical and professional quality standards. Look for a Certified Financial Planner who will put you and your needs at the center of every financial planning engagement.

Aljen Asset Management, LLC is a Registered Investment Advisor.  Advisory services are only offered to clients or prospective clients where Aljen Asset Management and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes. Investing involves risk and possible loss of principal capital.  Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Fee-Only financial planning and investment advisory services are offered through Aljen Asset Management, LLC, a registered investment advisory firm in the state of New Jersey.

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