See how our credentials can help guide your journey
Designations are more than just letters after a name – they represent a commitment to excellence, ongoing learning and a deep understanding of the financial landscape. We strive to create an environment where you feel at home in your finances, and we believe that starts with qualified financial guidance.
Certified Financial Planner® (CFP®)
This designation signifies a high standard of competency, ethics and professionalism. It helps equip an advisor to guide a comprehensive and personalized financial plan that’s tailored to your unique needs and dreams.
Certified Investment Management Analyst® (CIMA®)
This designation showcases an advisor’s acumen in both investment management and portfolio construction. As a client, you can expect to receive sophisticated, personalized advice optimized to align your investments with your life’s journey.
Chartered Financial Consultant® (ChFC®)
ChFC® designees are equipped to help clients address their unique financial needs and goals with comprehensive planning. This designation highlights a holistic approach that aims to ensure every aspect of your financial life is considered.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
