Our staff currently consists of: the CFP designations, MBA degrees, CFA designation, CPA designation, and a PFS designation.
- Anyone can call themselves a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP®
certification marks. CFP®
certification is generally recognized as the highest standard in personal financial planning, qualifying financial planning professionals to provide their clients with comprehensive financial advice.
- No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst
designation. With more than 100,000 CFA
charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA
Program, the charter has become the global professional investment credential.
are many things. They are chief financial officers for Fortune 500 companies and advisors to small neighborhood businesses. They work for public accounting firms, both small and large. They are well-respected strategic business advisors and decision-makers. They act as consultants on many issues, including taxes and accounting.
, or Certified Public Accountant
, is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals. Whatever those goals-saving for a new home, opening a new office, or planning a multi-billion dollar merger-CPAs
- The AICPA has established the Personal Financial Specialist (PFS)
credential for CPAs who specialize in personal financial planning. This designation can only be acquired by CPAs who are AICPA members, have business experience and lifelong learning within the five-year period preceding the date of application in addition to passing a comprehensive financial planning exam. Personal Financial Specialists
strive to demonstrate their knowledge, skill and experience by earning this exclusive credential.
CDFA® - Certified Divorce Financial Analyst (CDFAs)
are licensed by the Institute for Divorce Financial Analysts. Founded in 1993, the Institute is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. CDFAs must have a minimum of three years of professional experience in finance or divorce, take a four-part self-study course and must pass four examinations. Once a financial professional has obtained the CDFA designation, he or she must obtain 15 divorce-related hours of continuing education every two years.