Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Investment Advisory Services offered through Advocacy Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Advocacy Financial are not affiliated companies. Legal and tax services are not offered through these companies.