Professional Designations

Our team works to provide the highest quality of service to our clients. We strive to offer advice that is unique to each client and will help them towards their financial and life goals. Our team has earned several designations that help us in offering comprehensive wealth management solutions. Learn more about our designations below.
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Accredited Wealth Management AdvisorSM (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 PlannerTM (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 PlannerTM (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.

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