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What Makes a CFP® Professional Different

Your Interests Come First

Focused on Your Success

When you choose a CERTIFIED FINANCIAL PLANNER professional, you can be assured that you’re working with a financial advisor who has demonstrated competency and made a commitment to ethics. CFP® professionals must successfully complete a multi-year, multi-step process to obtain the skills and real-life experience they need to serve your best interests, no matter what your financial goals are. Learn more about the extensive certification process for becoming a CFP® professional.

Education

Windawi & Associates have CFP® professionals with the knowledge required to deliver holistic financial planning services, and they must fulfill continuing education requirements.

Experience

Louis Windawi, M.S., CFP®, MPAS®, AWMA® has more than 3 decades of
real-life experience providing financial planning services. 

Ethics

CFP® professionals commit to follow a code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc. (CFP Board). 

Meet With Your CFP®

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