My Designations

Certified Financial Planner (CFP®)

The Certified Financial PlannerTM (CFP®) certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

Calculators

Newsletters

  • HOT TOPIC: The Shape of Economic Recovery

    This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.

Subscribe to our Newsletter