No. 99 of 106 Things We Do For Clients
Offer sophisticated and up-to-date training, knowledge, and skill.
Our educational and credentialed expertise includes master’s degrees in financial planning and counseling as well as CFP and ChFC designations. This places us in the top 25% of advisors worldwide. Our extensive education, which includes ongoing training to maintain credentials and stay on top of professional developments and technology, can help you save time, worry, and money. Not only is actively participating in continuing education programs important for planners to keep current and relevant, it’s required by the Certified Financial Planning Board of Standards. The National Association of Personal Financial Advisors (NAPFA) holds its members to an even higher continuing education standard. We spend scores of hours annually keeping our knowledge current so that you don’t have to.