Our team is committed to the highest standards of integrity and diligence in the profession. We maintain key industry certifications, and are members of leading professional associations.
Certified Financial Planner
CFP® certificants have met rigorous professional standards to offer objective financial planning advice.
To earn the CFP marks you must:
- Complete a CFP Board approved financial planning curriculum and have at least 36 months of relevant experience.
- Pass a comprehensive two-day, 10-hour exam that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
- Agree to abide by a strict code of professional conduct.
- Complete 30 hours of continuing education every two years.
Chartered Financial Analyst
CFA® charterholders are globally recognized professionals who have demonstrated a commitment to integrity and investment expertise.
To earn the CFA Charter you must:
- Have a bachelor’s degree and four years of qualifying work experience.
- Sequentially pass three six-hour exams that cover a broad body of investing knowledge.
- Initially and each subsequent year, agree to comply with the Code of Ethics and Standards of Professional Conduct.
NAPFA Registered Financial Advisor
NAPFA-Registered Financial Advisors are broadly trained to bring together and apply the separate disciplines comprising personal finance.
NAPFA Registered Financial Advisors must:
- Abide by a fiduciary standard and provide advice across disciplines.
- Work on a fee-only basis.
- Submit a peer reviewed financial plan or case.
- Have a Bachelor’s degree, and 36 months of relevant experience.
- Complete 60 hours of continuing education every two years.
