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650 Town Bank Road, Unit 103, North Cape May, NJ 08204-4417

609-522-6098
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Certified Financial Planner®

A Commitment to Professional Standards

CERTIFIED FINANCIAL PLANNER®


As a CERTIFIED FINANCIAL PLANNER® professional, Tod Shoffler has completed extensive training and experience requirements and is committed to meeting the ethical and professional standards established by the CFP Board.

The CFP® certification is recognized as one of the financial planning profession’s most respected credentials. Individuals who hold the certification must complete rigorous education requirements, pass a comprehensive examination, and commit to ongoing continuing education requirements.


What the CFP® Certification Represents

CERTIFIED FINANCIAL PLANNER® professionals are trained to help clients evaluate a broad range of financial considerations, including:

  • Retirement planning
  • Investment strategies
  • Risk management and insurance considerations
  • Tax-efficient planning strategies
  • Estate and legacy planning considerations
  • Education funding strategies
  • Cash flow and budgeting guidance

Financial planning recommendations are tailored to each client’s unique goals, time horizon, and financial circumstances.

Ongoing Education and Ethical Standards

Ongoing Education and Ethical Standards

To maintain the CFP® certification, professionals must complete continuing education requirements and agree to uphold the CFP Board’s Code of Ethics and Standards of Conduct.

This commitment reflects Tod D Shoffler’s dedication to ongoing professional development and helping clients make informed financial decisions.


Verify Certification

You can view and verify Tod D Shoffler’s CERTIFIED FINANCIAL PLANNER® certification below through the official CFP Board certificate display.


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