Credentials That Count
What Our Designations Mean
Behind every professional designation is a commitment—to expertise, ethics, and always putting your best interests first. Our team’s credentials reflect deep training, rigorous standards, and a shared belief in doing what’s right for every client. Here's what those letters mean and why they matter.
CFP® – Certified Financial Planner™
The CFP® designation is one of the most respected marks in personal financial planning. To earn it, professionals must complete extensive coursework, pass a comprehensive exam, and meet high ethical standards. CFP® professionals are trained in all areas of personal finance, including retirement, investment, tax, insurance, and estate planning—and are committed to acting as fiduciaries for their clients.
CFA® – Chartered Financial Analyst®
Known globally as the gold standard for investment professionals, the CFA® credential focuses on portfolio management, financial analysis, and ethical decision-making. Candidates must pass three rigorous exams and have at least four years of qualifying work experience. CFA® charterholders are recognized for their deep understanding of markets, valuation, and investment strategies—essential qualities for managing wealth with discipline and care.
RICP® – Retirement Income Certified Professional®
The RICP® designation equips advisors with specialized knowledge to help clients transition from asset accumulation to reliable income in retirement. RICPs are trained in Social Security optimization, pension strategies, healthcare costs, long-term care, and more. Their goal is to help clients make the most of what they’ve saved—so they can retire with confidence and security.
ChFC® – Chartered Financial Consultant®
ChFC® professionals complete advanced coursework in financial planning, with a focus on real-world application across a wide range of client needs. While similar to the CFP®, the ChFC® includes additional training in topics like small business planning, behavioral finance, and risk management. Advisors with this designation are equipped to handle complex, nuanced financial situations with clarity and precision.
NAPFA – National Association of Personal Financial Advisors
NAPFA is the country’s leading professional association of fee-only fiduciary financial advisors. Members must meet strict standards for comprehensive planning, transparency, and ongoing education. Being part of NAPFA signals a deep commitment to putting clients first—always acting in your best interest, never earning commissions or product-based incentives.
Fee-Only Network Member
Advisors who are part of the Fee-Only Network operate on a transparent, commission-free model. That means our only compensation comes from you—not product sales or third-party incentives. It’s a clear reflection of our values: objectivity, honesty, and putting your financial wellbeing first.