Designations & Qualifications
As advisors we believe that further enhancing our education and growth will in return magnify the success of our clients. We strive to strengthen ourselves each day so we can provide the best guidance to our clients. Below are some of the advanced financial designations and qualifications that some of our team have earned to better serve you.
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
With a Masters of Science in Financial Services we have the tools needed to analyze, plan and implement integrated financial and life strategies. While integrating ethical considerations into the financial and retirement planning process, we deliver efficient solutions to our client’s complex financial needs.
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
The WMCP® delivers an advanced specialization in personal wealth management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP® helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP® is designed for advisors serving high-net-worth individuals who are seeking professionals with a true understanding of their unique needs and goals.
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.
Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry with a commitment to ethical conduct. As CFA Charterholders, we are held to a standard of loyalty, prudence, and care in all our interactions with our clients. We act for the benefit of our clients and place our clients’ interests above our own. We are bound to comply with any legally required fiduciary duty.