Our Qualifications

CFP^®   Certified Financial Planner®  is trained in insurance, taxes, retirement, estates, and investment planning and is a member of a distinguished profession dedicated to serving the financial needs of individuals, families and businesses.  To earn this title, the financial planner has demonstrated competence in analyzing and developing personal and business financial plans through the successful completion of a series of rigorous financial planning examinations.

RFC   Registered Financial Consultant has a professional investment planning designation or has passed a comprehensive RFC examination. Each RFC must meet seven membership requirements, including: experience, education, examination, ethics, licenses, business conduct and maintain significant annual continuing education of 40 hours yearly. Over 3,700 have received this designation from the International Association of Registered Financial Consultants.

CFA®   Chartered Financial Analyst ®   Financial advisors with the CFA designation have earned undergraduate degrees from an accredited university or equivalent, gained at least three years work experience in an investment decision making role and passed three rigorous, six-hour examinations that are taken in sequence over at least a two year period.  One hundred percent- all 18 hours- of the CFA examinations cover investment-related knowledge and understanding.