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Our Credentials

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Why Work With a CFP®

The CERTIFIED FINANCIAL PLANNER™ (CFP®) credential is the gold standard for financial planners. It helps us to pull together all of the components of your financial life. Training covers planning for investments, taxes, retirement, estates, insurance, and education, as well as financial management. Thousands of hours of professional experience are required before a practitioner can use the CFP® mark.

Learn more about choosing a CERTIFIED FINANCIAL PLANNER™ Professional. You can also learn about the certification process and the Code of Ethics and Standards of Practice.

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Why Work With a CIMA®

We believe the CIMA® certification helps us to better evaluate mutual fund managers and build portfolios.

An Aite Group research study found that “CIMA practices follow best practices when managing investments, including establishing an investment policy with clients and monitoring the performance of investment managers based on policy guidelines. They are also more likely to build portfolios using both low-cost instruments and instruments that have the potential for stronger returns than the traditional basket of mutual funds.”