WHo we are
As you perform your due diligence searching for an adviser, please keep in mind the education, experience and credentials of the people you meet.
Certified Financial Planners® are required to have 3 years of industry experience, hold a Bachelors degree, and pass a 6 hour exam focused on financial planning, professional conduct, regulations, risk management, insurance, benefits, tax planning, retirement savings, estate planning and financial plan development.
Chartered Financial Analysts® are required to pass three 6 hour exams focused on ethical standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, alternative investments, portfolio management, and wealth planning.