Do you have Certified Financial Planners (CFPs) on your team?
Yes. Sue Gabor is a CFP with more than 25 years of planning experience. Sawyer Patrick recently passed the CFP exam and is working toward satisfying the experience requirement for formal certification. John Robinson is the founder of Fee-Only Planning Hawaii. While he is not a CFP, he is widely recognized as a domain authority within the financial planning community. He has a degree in economics from Williams College and has written ten papers that were accepted for publication in peer-reviewed academic journals. He has written more than a hundred articles on a broad range of financial planning topics and was twice included on Investopedia's list of the top 100 most influential financial advisors in the United States.
As a thought leader, John is an outspoken critic of the CFP Board of Standards, the organization that owns the CFP designation. He has published many op-ed commentaries calling out the CFP Board for putting its own financial and political ambitions above the interests of consumers. He helped develop the July 2019 front page Wall Street Journal story on the Board's ethical lapses as well as a June 2025 follow up story in Financial Planning which revealed that the Board is providing cover for approximately 10,000 CFPs who have disclosure events on their regulatory records.