Our Credentials

Credentials matter. Here’s what ours mean.

Our advisors have gone through some of the most rigorous and selective processes to bring experience, knowledge, and a competitive advantage to our clients. Here are the credentials we’re most proud of:

CERTIFIED FINANCIAL PLANNER™

A CERTIFIED FINANCIAL PLANNER™, or CFP®, is a financial professional that has developed their theoretical and practical knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board.

The curriculum focuses on the “four Es”: education, examination, experience, and ethics. In order to earn the designations, advisors must pass two, 3-hour exams that cover these topics. After receiving their designation, CFPs® are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined by the Board.

Chartered Financial Analyst®

A Chartered Financial Analyst®, or CFA®, is a globally-recognized professional designation given by the CFA Institute that certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering accounting, economics, ethics, money management, and security analysis.

The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.

Chartered Financial Consultant®

The Chartered Financial Consultant® designation is granted by the American College of Financial Services. The organization is driven by the goal of “advanced planning for every person and every need.” Comprised of eight courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies, the goal of the ChFC® curriculum is to help advisors gain a significant advantage and help their clients meet their goals.

Education is a key focus at our firm, both in educating our clients and educating ourselves. We always stay up to date on market trends, investment performance, and advancement opportunities.