Business ProfileforSilverman + Associates

Business Details

Location of This Business

333 N Wilmot Rd Ste 340, Tucson, AZ 85711-2607

BBB File Opened:

3/13/2008

Years in Business:

16

Business Started:

3/1/2008

Business Incorporated:

4/29/2011

Accredited Since:

3/13/2008

Licensing Information:

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 6746581 for this business, issued by Arizona Department of Insurance. The expiration date of this license is 1/30/2024.

These agencies may include:

Arizona Department of Insurance

2910 N 44th St Ste 210

Phoenix AZ 85018

(800) 325-2548

https://insurance.az.gov

• The Certified Financial Planner™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
  The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.
  To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
  • Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
  Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
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  • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
  • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.
  • CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.

Type of Entity:

Limited Liability Company (LLC)

Alternate Business Name

• Silverman + Associates Wealth Management, LLC

Business Management

• Mr. Mark Silverman, Managing Member

Contact Information

Principal

• Mr. Mark Silverman, Managing Member

Customer Contact

• Mr. Mark Silverman, Managing Member

Additional Contact Information

Fax Numbers

• (520) 512-8833
  Primary Fax