Know Us

About
Vilallonga & Associates

Anyone can call themselves a “financial advisor” or a “financial planner.” But only professionals who fulfilled the certification, education, training, and renewal requirements of the CFP® Board (http://www.letsmakeaplan.org/) can display the CFP® certification marks. That’s why it’s important to look for the CFP® designation when considering who to hire as your financial planner. Here’s what’s required to be a CFP® professional: Education-Complete a comprehensive course of study, which covers the financial planning curriculum approved by the CFP® Board. Examination- CFP® professionals must successfully complete CFP Board’s comprehensive examination

which tests an individual’s ability to integrate and apply their financial planning knowledge. Experience – **Helping clients feel more confident about their financial future. Every stage of your life requires special planning and consideration. We help you navigate through every stage so you can reach your goals. When it comes to planning for your future it takes a vision and a sound financial strategy to help you turn that vision into reality. Our team is dedicated to helping you meet your individual goals through collaborative financial planning and investment diversification.

Our Approch

At Vilallonga & Associates approach will enable you to:

Help and protect your family.

Enjoy and maintain your lifestyle.

Plan ahead for the expected and unexpected.

Create a legacy.

Feel secure knowing your financial affairs are in order.

At Vilallonga & Associates approach will enable you to:

Help and protect your family.
Enjoy and maintain your lifestyle.
Plan ahead for the expected and unexpected.
Create a legacy.
Feel secure knowing your financial affairs are in order.

Our comprehensive wealth management service will often involve insurance, tax, and estate planning, and sound investment management. We have developed a consultative process that we follow with each client to ensure that our solutions meet your needs now and into the future as your life changes.

If you are a new or potential client, we want to spend time getting to know you to ensure that there is a fit between our firm and your circumstances and that our relationship is comfortable from the onset. We accomplish this goal by taking you through our new client process.

The one thing our clients have in common is a need for a partner who understands their unique situation and can help them understand their planning opportunities – both today and tomorrow.

We help you make the best use of the resources you have to benefit your life your family, and your community. “Wealth” is not just the money you have, it is your ability to use money to achieve the kind of life you want.

Three years of financial planning – related experience before one can use the CFP® marks. Ethics- ascribe to the CFP Board’s code of ethics and additional requirements as mandated. This includes the fiduciary standard or acting in the client’s best interest. In addition,CFP® professionals must earn 30 hours of continuing education credit every two years to maintain their designation.

Things to Consider When Choosing a Financial Planner

The term “Financial Planner” can be adopted by any rookie or someone with little to no professional or educational experience in financial planning. When considering hiring a financial planner, it is essential to look for the Certified Financial Planner CFP® designation, as it represents a commitment to the highest standards of professional conduct, education, and expertise.

Financial Planning and advising are crucial aspects of managing personal finances, and it requires a high level of expertise, training, and experience to deliver accurate and effective results.

The Certified Financial Planner (CFP®) designation is a widely recognized and respected title in the industry, representing professionals who have met rigorous education, examination, and experience requirements.

To become a CFP® professional, one must complete a comprehensive course of study covering the financial planning curriculum approved by the CFP Board. This is followed by a rigorous examination, which tests an individual’s ability to integrate and apply financial planning knowledge. In addition, a candidate must have at least three years of financial planning-related experience and must adhere to the CFP Board’s code of ethics and standards of professional conduct, including the fiduciary standard.

To maintain their designation, CFP® professionals must earn 30 hours of continuing education credit every two years. This ongoing education is critical in keeping up with the ever-changing financial environment and ensuring that clients receive the best possible advice. Our planners take their professional development seriously, often exceeding the required hours to stay current with the latest financial planning trends and strategies. Thus we ensure truly professional financial planning services from educated and qualified experts.

In our ever-changing financial environment, this ongoing education is critical, and our planners regularly exceed the required hours. With our experience and tenure of 26 years, we are professional Certified Financial Planners and Financial Advisors. We bring personalised smart options chosen with a fiduciary responsibility towards you, ensuring you stay on track with growth and financial security.

A sense of financial security impacts your life in numerous ways. Having the right professionals by your side can unarguably set you up for the future ahead. Our professionals have helped many young adults, business owners, retirees, and mid-career professionals secure their financial future with;

Retirement Planning
Asset Management
Insurance Needs
College Planning
Estate Planning services

Is a fee-only Registered Investment Advisor providing comprehensive wealth management services. We strive to be the “kind of advisor our clients didn’t know.

Experts