With education as one of our core values, it’s no surprise that our team holds an extensive list of licenses and professional designations. Our dedication to continuing education empowers us to provide the highest level of strategy and service to our sophisticated clients.
Members of our team hold the following designations:
Certified Financial Planner
The CFP® designation is widely considered the standard of excellence for financial planners. 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
Accredited Estate Planner
Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® this designation allows designees to distinguish themselves as a true member of the estate planning team. It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Chartered Advisor for Senior Living
A CASL certification is held by financial advisors who have demonstrated a commitment to helping clients who are middle-aged and older achieve and preserve financial security through wealth management, wealth preservation, and wealth transfer planning. They have a deep understanding of long-term care financing, estate planning, and more.
Chartered Financial Consultant
A Chartered Financial Consultant has not only completed educational courses, but also possesses practical experience in key topics such as estate planning, employee benefits planning, asset protection planning, income tax planning, and more. This allows them to give reliable financial advice from a holistic approach.
Chartered Life Underwriter
The CLU designation indicates specialization and in-depth knowledge in life insurance and estate planning. It provides modern expertise in practical, legal, and ethical aspects of life insurance and estate planning to tackle each unique situation.
Retirement Income Certified Professional
RICPs help retirees and near-retirees use the assets they have accumulated for retirement sustainably. They specialize in creating distribution plans that allow retirees to live comfortably within a realistic budget and not run out of money prematurely.
Wealth Management Certified Professional
Issued by the American College of Financial Services, this designation educates professionals on strategies for investment management, tax planning, and risk management.