Credentials that show our dedication
We continually seek out new insights that can improve the client experience. Our team members have pursued specialized knowledge on topics that include financial planning and asset management, earning designations such as:
Certified Financial Planner™ (CFP®) certification – To ensure a comprehensive approach to financial planning, one team member has earned this certification. It signifies the completion of a rigorous program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Accredited Asset Management Specialist℠ (AAMS®) – To ensure a well-rounded perspective of financial matters, one team member has earned this designation. It is awarded to individuals who have demonstrated fundamental financial knowledge of asset management and investments.
Certified Public Accountant (CPA) – To be clear, we do not offer tax services, and none of our team members are practicing accountants. However, one member of our team has passed the CPA exam, demonstrating the ability to handle professional responsibilities in the world of public accounting.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.