To best serve you, we are committed to the continuous pursuit of knowledge and professional education.

 

Our industry memberships include the following groups:

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CFA Institute
A global membership organization that awards the Chartered Financial Analyst designation, the CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence. The CFA Institute also vigorously advocates for fair and transparent capital markets.

 

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Certified Financial Planner Board of Standards
The CFP Board's mission is to help people benefit from competent, professional and ethical financial planning. The Board creates and enforces uniform standards of financial planners through rigorous and professionally administered education, examination, experience, and ethics requirements.