Professional Certifications
Education That Elevates Your Financial Outcomes
The Certifications That Guide Our Work
Our partner-advisors have, at a minimum, earned master’s degrees (MBA, MFSA) and also the industry gold-standard Certified Financial Planner (CFP🄬) designation. The years of study and testing required to achieve these educational milestones are further enhanced by their decades of award-winning lead advisor experience.
CFP🄬
A Certified Financial Planner™ (CFP®) is a financial professional who meets rigorous standards for education, examination, experience, and ethics. CFP® professionals complete advanced training, pass a comprehensive, three-day exam, follow a fiduciary standard requiring them to act in clients’ best interests, and maintain their certification through ongoing education.
CRPC🄬
A Chartered Retirement Planning Counselor®, (CRPC🄬) is a professional designation from the College for Financial Planning that reflects specialized training in retirement planning, signifying expertise in areas such as retirement income strategies, Social Security, Medicare, tax-efficient withdrawals, and distribution planning.
MBA
An MBA (Master of Business Administration) is a graduate-level college degree earned through an accredited program focused on advanced business and leadership principles. Candidates must already have earned a bachelor’s degree, meet competitive admission standards, and complete rigorous coursework in areas such as finance, accounting, strategy, economics, and management, with an emphasis on analytical decision-making and real-world application.
MSFA
A Master of Science in Financial Analysis (MSFA) is an advanced graduate degree reflecting rigorous training in investment analysis and financial decision-making. MSFA programs emphasize portfolio management, financial modeling, valuation, capital markets, and risk management, equipping financial advisors with strong analytical skills to evaluate investments and provide data-driven, sophisticated guidance to clients.
CFA🄬
CFA® stands for Chartered Financial Analyst®, a globally recognized credential awarded by the CFA Institute and considered one of the highest standards in investment management and financial analysis. Earning the CFA® designation requires passing three rigorous exams covering ethics, investment analysis, portfolio management, and capital markets, meeting professional experience requirements, and adhering to a strict code of ethics and ongoing education standards.
Advice with zero conflicts of interest.
Working with a 100% fiduciary financial advisor means partnering with a professional who is legally and ethically required to act in your best interests at all times. This commitment ensures advice aligned with your goals, not product sales, and provides greater confidence, accountability, and long-term value.
What Our Credentials Mean For Your Financial Well-Being
Working with a credentialed, experienced, and educated financial advisor gives you greater confidence and clarity in your financial decisions. Advanced credentials and education signal rigorous training and ethical standards, while experience provides practical judgment across market cycles.