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.
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.
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®)
Widely regarded as one of the hardest designations to achieve in the financial industry, the Chartered Financial Analyst (CFA®) designation is a globally recognized professional credential awarded by the CFA Institute to the limited number of individuals who complete a rigorous three-level examination process and qualified work experience. Earning the CFA® charter signifies a strong foundation in advanced investment analysis and portfolio management with a strict emphasis on ethical practice.
Mike Brown is a CFA® charter holder.
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.
