All of our professionals have earned their certification or accreditation in their respective fields, including the following designations: Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA®). We are committed to creating and supporting a culture of continuing education for our staff, which you, as a client, benefit from as our employees stay up to date on the latest news, standards, trends, rules and regulations.