Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities Offered Through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Drive, Akron, Ohio 44333-2431 800-765-5201. The Matrix Financial Group is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.