What qualifications or experience do Origin Planners have?

In the US, our financial planners are all Certified Financial Planners™ (CFP®) professionals. This certification makes them the highest standard of competency, ethics, and professionalism in the finance industry.

To achieve this certification, planners must meet extensive requirements for education, exam, professional experience and have adhered to strict ethical standards.

In addition to the core topics like budgeting, savings, and investing, our experienced planners can provide guidance on more complex financial situations like:

• Equity compensation - strategizing for stock options, RSUs, ESPPs
• Cryptocurrencies - navigating risks, taxation, integrating crypto investments into portfolio
• Tax planning - considering Roth conversions, tax-sheltered contributions, bunching deductions or accelerating income
• Executive compensation - deferred compensation, non-qualified plans
• Estate planning - guidance for trusts, beneficiary designations, inheritance strategy

Outside the US, our planners hold any of the following equivalent designations:

• Certified Financial Planner™ (CFP®) professionals
• Financial Planner AFP®

• DipPFS