Broker Check

Our Qualifications

We have been working with individuals and businesses all over the county for many years in the areas of financial planning and businees consulting services.

We specialize in collaborating with our clients CPA's, Attorneys, and other Advisors to help our clients receive the best possible advice. In addition to the designations below, we have securities licenses, which include, Series 6, Series 63, Series 65, and Series 7.

AIF®

(Accredited Investment Fiduciary®)

  • A professional designation for financial professionals who provide investment advice or manage investments for others
  • Topics covered include investment management and best practices.

RICP®

(Retirement Income Certified Professional®)

  • A financial designation focused on helping financial professionals serve the retirement income needs of their clients.
  • Topics covered include retirement planning, Social Security, Medicare, and other retirement-related issues.

AAMS®

(Accredited Asset Management Specialist)

  • A financial designation focused on providing financial advisors with the knowledge and skills to manage clients' assets.
  • Topics covered include investment strategies, risk management, and estate planning.

CAP®

(Chartered Advisor in Philanthropy®)

  • A professional designation for professionals who work with individuals and organizations on charitable giving and philanthropy.
  • Topics covered include philanthropy, tax law, and financial planning strategies for charitable giving.

AEP®

(Accredited Estate Planner®)

  • A financial designation focused on helping financial professionals serve the estate planning needs of their clients.
  • Topics covered include estate and gift taxation, asset protection, and charitable planning.

CEPA®

(Certified Exit Planning Advisor®)

  • A Financial designation focused on helping business owner transition their business and maximize business value.
  • Topics covered include Maximizing Business Value, Internal and external transition strategies, Personal Financial Planning, Life after business planning.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary capacity.

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