Since starting in the financial services industry in 2004 I have earned a series of professional designations that I believe allow me to better serve my clients and understand their needs. Below is a brief description of the designations that I hold and am most proud of.
Certified Financial Planner™ (CFP®)
The CERTIFIED FINANCIAL PLANNERTM (CFP®) designation is considered the standard of excellence for financial planning. The designation was developed by the CFP Board, a non-profit organization whose mission is to ensure a high level of education, experience and ethics in the financial planning industry. The CFP Board developed the CFP® designation to help investors locate educated, tenured and ethical financial advisors who understand the complexities of the financial markets and are dedicated to making recommendations in the client's best interest.
Why Choose A CFP Professional
Certified Divorce Financial Analyst™ (CDFA®)*
Part of my practice is built around helping divorcees through the divorce process. As a Certified Divorce Financial Analyst™, I help my clients and their attorneys analyze and comprehend the financial issues of divorce. My goal as a CDFA® professional is to ensure that both the client and their attorney understand the long-term financial implications of a settlement.
About CDFA Professionals
Accredited Domestic Partnership Advisor, (ADPA®)
Earning the Accredited Domestic Partnership Advisor, designation has allowed me to better understand the investment planning needs that are specific to the LGBT community as well as those of couples who choose not to marry.
Investment Planning Solutions for Same-Sex Couples and Domestic Partners
*The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.