Our Qualifications/Designations

 

Securities Registrations: Series 7, 63, 65, 66

Investment Advisor Representative

Life, Health Insurance

 

CERTIFIED FINANCIAL PLANNER® and CFP® Certification Marks-A professional financial planner who has completed a series of courses and has passed examinations in subject areas such as insurance, securities and taxes. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Certified Investment Management Analyst® (CIMA®)-The CIMA® license belongs to an elite few in the investment profession. Awarded by the Investment Management Consultants Association (IMCA), it represents a high level of credibility, integrity, and most importantly, knowledge. The curriculum involves in-depth coverage of such topics as asset allocation, ethics, due diligence, risk measurement, performance measurement and investment objectives. CIMA ® licensees must succeed in a rigorous academic program and maintain their credential through extensive continuing education.

Accredited Wealth Management AdvisorSMOffered through the College of Financial Planning, the advisor is trained in advanced, yet practical knowledge about these critical aspects of the financial services industry: asset management, allocation, and selection; investment performance and strategies; and taxation of investment products. The course also includes training in investment for retirement, strategies for small business owners, and the management of deferred compensation plans. In addition, instruction will cover insurance, estate planning, asset protection, and tax reduction issues.