Accredited Wealth Management Advisor® (AWMA®)
This certification is the culmination of intense coursework and exams on how to better serve clients at any stage in their life. Courses focus on: asset management, investment strategy, estate planning, taxes, and more. Only those financial planners who demonstrate the requisite experience, education, and ethical standards are awarded the AWMA® designation.
Shelly DeLucas and Coleman Chamarro earned the Accredited Wealth Management AdvisorSM (AWMA®) designation.
Certified Estate Planner® (CEP®)
A CEP® professional has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the National Institute of Certified Estate Planners (NICEP).
Scott Horowitz holds the Certified Estate Planner® (CEP®) designation.
Chartered Financial Analyst® (CFA®)
The CFA® certification is the culmination of intense coursework focusing on current industry practices, investment analysis, and other financial topics, as well as a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA® charterholders earn the right to use the CFA® designation after program completion, application, and acceptance by CFA® Institute. Only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFA® designation.
Mike Brown is a CFA® charterholder.
Chartered Retirement Planning Counselor™ (CRPC™)
This curriculum covers the entire retirement planning process, including sources of retirement income, employer-sponsored retirement plans, income taxation, retirement cash flow planning, asset management, estate planning, personal savings and investments, Social Security and Medicare, and meeting multiple financial objectives.
Scott Horowitz holds the Chartered Retirement Planning Counselor (CRPC™) designation.
Certification in Long Term Care (CLTC®)
The CLTC® certification provides professionals with the expertise to navigate longevity and its financial impact. Through rigorous coursework and evaluation, certified individuals gain the tools necessary to educate clients on extended care planning, maneuver funding opportunities, and design personalized risk-mitigation strategies tailored to their unique financial goals.
Mike Brown and Coleman Chamarro earned the Certification in Long Term Care (CLTC®) designation.
