For Our Partners
As a convenience to firms with which CFP partners, the links below provide basic information about our firm and projects in PDF format. For more tailored information for project proposals, or for questions about this material, contact Lisa Macklin at
lmacklin@cfp-planners.com
Firm Profile
- Firm Profilepdf
Principals Resumes
- Brian Bellpdf
- Tom Bowenpdf
- Lisa Macklinpdf
- Dave Marshpdf
- Jim Palavinpdf
- Jack Probascopdf
Download: Client list
