PID 219


Certified Investment Management Analyst

The CIMA® is a high-level professional designation that focuses on technical portfolio construction for high net worth individuals and companies. This certification is earned in cooperation with the University of Chicago Booth School and culminates in a demanding five-hour exam administered by the Investments & Wealth Institute®.

Rob Coleman, CFP®, CIMA®

As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and …

Rand Baughman, CFP®, CIMA®

As a Wealth Coach, Rand brings over a decade of experience to the conversation around our clients’ financial planning process. He obtained the Certified Financial Planner™ designation in 2012, and …