Credentials

Accredited Asset Management Specialist®

The Accredited Asset Management Specialist® designation is an early-career designation associated with foundational topics of the CFP® program. AAMS® program participants learn to build strong client relationships and provide comprehensive advice. Students learn to identify new investment opportunities and recognize insurance, tax, retirement, and estate issues. This designation is awarded by the College for Financial Planning®.

Certified Divorce Financial Analyst

The CDFA® is a specialized designation that addresses the many financial challenges associated with divorce, including personal versus marital property, tax problems and solutions, and other financial issues. Candidates must have 3 years of relevant professional experience and complete coursework prior to sitting for an exam. This designation is awarded by the Institute for Divorce Financial Analysts.

Certified Exit Planning Advisor

The Certified Exit Planning Advisor credential is earned by professional advisors with at least 5 years of industry experience who complete an intensive 5-day course and final exam. CEPA designees are bound to the Exit Planning Institute’s Code of Ethics and must complete 40 hours of continuing education every 3 years. Strategic exit planning give business owners the tools to build more valuable companies, have stronger personal financial plans, and align their personal and family goals. The Exit Planning Institute is headquartered in Cleveland, Ohio.

Certified Estate and Trust Specialist™

The CES™ designation, formerly Board Certified in Estate Planning (BCE), is issued by the Institute of Business & Finance. Positioned as a self-study course, the curriculum focuses on the use of advanced estate planning methods to strategically reposition assets for clients with complex tax situations and leveraging charitable gifting to benefit important causes. The CES™ is awarded to practitioners who pass a two-part proctored exam in the areas of will and trust formation, incapacity and related beneficiary needs, estate tax mitigation, powers of attorney and retirement planning, and who successfully navigate a multi-issue case study.

Chartered Financial Analyst

The CFA® professional designation is granted to those who pass three rigorous exams covering topics such as accounting, economics, ethics, money management, and security analysis. The CFA Institute is based in Charlottesville, Virginia.

Certified Financial Planner®

The CFP® professional designation is granted to those individuals who complete a strict curriculum covering core courses in investment planning, insurance planning, estate planning, tax planning, retirement planning, educations planning, ethics, and the financial planning process. Along with passing the exam, candidates must have three years industry experience to use the CFP® designation. This achievement is awarded by the Certified Financial Planner Board of Standards in Washington, D.C

Chartered Financial Consultant^®

The ChFC® is a professional designation that covers a range of topics including tax and retirement planning, special needs advising, wealth management, insurance, and contemporary applications in financial planning. This designation is awarded by the American College of Financial Services.

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®.

Certification for Long Term Care

The CLTC® is a designation covering coursework in insurance, financial services, law and accounting as it relates to long-term care situations.  To achieve the CLTC® course work and an examination must be satisfied. The Certification for Long-Term Care is based in Durham, North Carolina.

Chartered Life Underwriter

The CLU^® is a professional designation for those specializing in life insurance. Courses cover a variety of topics such as fundamental of insurance planning, individual life insurance, life insurance law, fundamentals of estate planning and planning for business owners. Eight examinations must be passed to achieve this designation. The CLU^® is awarded by The American College of Financial Services in Bryan Mawr, Pennsylvania.

Certified Public Accountant

The CPA designation distinguishes licensed professionals committed to protecting the public interest. In business and industry, CPAs offer organizations around the world tax, financial reporting, and advisory services to drive strategic decision-making and foster growth and success. To earn the CPA license, accounting professionals must have at least 150 hours of education, pass a rigorous four-part exam, and meet experience requirements. They must also commit to lifelong learning and adhere to a strict Code of Professional Conduct that requires competence, objectivity, integrity, and independence.

Certified Private Wealth Advisor

The CPWA ^® designation is an advanced professional certification for advisors who serve high-net-worth clients. It is designed for seasoned professionals who seek the most advanced knowledge and techniques to address the sophisticated life cycle of wealth: accumulations, preservation, and distributions. Rigorous coursework and an examination are required to achieve this certification. The CPWA ^® institute is headquartered in Greenwood Village, Colorado.

Certified Regulatory and Compliance Professional

The CRCP is a professional designation that provides comprehensive training in the foundations, theory and practical applications of securities laws and regulations. This certification requires successful completion of both classroom coursework and passing two exams. The CRCP was awarded by the FINRA Institute at The Wharton School of the University of Pennsylvania.

Certified Trust and Fiduciary Advisor

The Certified Trust and Fiduciary Advisor is a designation awarded by the American Bankers Association intended to assess and certify a financial professional's knowledge and ability in the field of trusts and financial advice. Eligible candidates must meet significant wealth management experience, ethics, and training requirements, as well as passing an examination. Designees are required to uphold the code of ethics to "maintain a high standard of conduct, competency, knowledge, professionalism, integrity, objectivity and responsibility as they discharge their duties in the practice of their profession."

Juris Doctor

Our in-house attorney provides best-in-class guidance for our clients by coordinating with our team, outside counsel, business professionals, and clients’ other trusted advisors. Her strong background in a variety of disciplines allows her to help our clients implement the right tools to achieve their financial and estate planning goals.

Retirement Income Certified Professional

The RICP^® is a professional designation for those specializing in retirement planning. Courses cover a variety of topics such as strategies for maximizing social security, planning for long term care needs, building efficient income streams, and legacy planning. A series of three examinations must be passed to achieve this designation. The RICP^® is awarded by The American College of Financial Services.