Given that NONE of the "financial advisors" in this office are Certified Financial Planners, I then decided to take my $45M in newly inherited assets to a firm with actual Certified Financial Planners on staff. I called this morning and discovered that Park View Financial Advisors employ people who have been in the "financial [planning arena] for 9 years", yet who are NOT certified to provide financial advice and planning. This would have been shocking to hear if it were not so blatantly unprofessional to actually admit over the phone. NEVER NEVER allow anyone not certified as a financial planner have access or be allowed to control or manage your assets. However, do give Park View Financial Advisors a wide berth while holding on tightly to your money. read more