Certifications

All of our Portfolio Managers have earned the Chartered Financial Analyst (CFA®) designation, an internationally recognized, graduate level program that provides a strong foundation of practical investment analysis and portfolio management skills. Our expertise is further strengthened by advanced education in Trust Management and Finance. The CRPC® designation, Chartered Retirement Planning Counselor, covers all aspects of the retirement process. A CDFA™ professional specializes in the financial issues surrounding divorce. All clients benefit from the guidance of our entire investment team, not just one account manager, to ensure the fruitful discussion of new ideas and due diligence.

Chartered Financial Analyst Designation (CFA®)

All of our Portfolio Managers have earned the Chartered Financial Analyst (CFA®) designation, an internationally recognized, graduate-level program that provides a strong foundation of practical investment analysis and portfolio management skills. 

Certified Divorce Financial Analyst (CDFA®)

A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process.

Chartered Retirement Planning Counselor (CRPC®)

A CRPC® designee can evaluate your financial status and design the optimal retirement plan for your lifestyle. Get the knowledgeable advice you need on issues such as planning for health care, asset management, beneficiary designations, income tax considerations, estate planning, and more. A CRPC® designee can even help you determine the best time to retire or assist you in expanding on the plans that you’ve already made.

Source: College of Financial Planning – What You Need to Know About the CRPC Designation