OUR QUALIFICATIONS AND EXPERIENCE
We understand that finding the right company to help you balance all the moving parts of your financial life can be overwhelming, and we know that the alphabet soup of credentials and industry jargon only add to the confusion. We’d like to take a few moments to highlight the experience and qualifications of our team to show you how we’re the best option to help you move forward.
Our team of seven dedicated, full-time professionals includes three financial advisors, Steve, Megan, and Luke, who have over 45 years of combined dedicated one-on-one planning and coaching experience. Steve, Megan, and Luke are all CFP® practitioners, and in addition, Luke is a ChFC® and CRPC®. Read more about the CFP® , ChFC® , and CRPC® designations below.
Our Wealth Planning Strategist, Amelia, is a CFA® charterholder and has a commitment to being an ethically accountable investment expert with mastery of investment analysis and portfolio management skills. Read more about the CFA® charter below.
Davis, our Registered Client Support Strategist, is a Financial Paraplanner Qualified ProfessionalSM designee, which gives him the well-rounded educational background to help our advisors identify and execute complex planning strategies for clients in order to help them reach their goals. Read more about the FPQP™ designation below.
Finally, we always work in your best interest as fiduciaries.
WHAT DOES IT MEAN TO BE A FIDUCIARY?
We act and behave in a way that puts your interests first and before ours, period. We must disclose and avoid conflicts of interest. We are required to pursue a “best execution” standard – achieving the best combination of low cost (institutional share class pricing) and efficient execution in trading securities.
As a fiduciary, we place our clients at the very center of our practice. We do this because it’s a good fit with our worldview, both in terms of investment management and ethical responsibility. Our success is based wholly on our client’s success.
CFP® – Certified Financial Planner™ Practitioner from the CFP® Board. The CFP® certification is one of the top generalist marks financial planners can earn. This high-quality, rigorous program covers a broad base of financial planning subject areas and trains candidates in the discipline of financial planning. Coursework consists of either five or six college-level courses in such subject areas as insurance planning and risk management, the financial planning process, investment planning, income tax planning, retirement planning, and estate planning. Learn more at https://www.cfp.net.
CFA® – The Chartered Financial Analyst designation from the CFA Institute (CFAI). The CFAI fosters an environment where investors’ interests come first, markets function at their best, and economies grow. Completing the CFA program takes an average of about four years. Successful candidates spend about 300 hours preparing for each exam. Topic areas covered include ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed income, derivatives, alternative investments, and portfolio management and wealth planning. Learn more at https://www.cfainstitute.org/
ChFC® – Chartered Financial Consultant® designation from the American College of Financial Services. The ChFC® is the Advanced Financial Planning designation awarded by the American College of Financial Services and has been a mark of excellence for financial planners for over thirty years. The ChFC® program currently requires more courses than any other financial planning credential with curriculum covering extensive education and application training in all aspects of financial planning, income taxation, investments, estate and retirement planning. Learn more at https://www.theamericancollege.edu/designations-degrees/ChFC
CRPC® – Chartered Retirement Planning Counselor℠ from the College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
FPQP™ – Financial Paraplanner Qualified Professional℠ from the College for Financial Planning. Individuals who hold the FPQP™ designation have demonstrated knowledge and proficiency in gathering, reviewing, and analyzing financial planning information to offer a comprehensive picture of financial well-being.