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Credentials:Gaining and maintaining the competence to provide personalized strategic planning and wealth management for Chapter 3 people is not in the wheelhouse of every financial advisor. For me it has involved not only my years of experience, but also my commitment to industry best practices through earning a number of professional credentials. All of my credentials require a rigorous demonstration of the Four E’s: education, examination, experience, and ethics. In addition, all require ongoing continuing education to sustain professional competence in their respective areas of focus. Because each uniquely contributes to my ability to serve my clients with the highest degree of professionalism, I hold the following professional credentials:Certified Financial PlannerThe CFP??credential is the hallmark planning credential, granted by the Certified Financial Planner Board of Standards (CFP Board) and represents proven expertise within the financial planning profession. Not all financial planners are CFP?s, only individuals who have fulfilled the certification and renewal requirements of the CFP Board have the right to use the CFP??certification marks. These individuals have taken the extra step to demonstrate their professionalism by submitting to the rigorous CFP??certification process.Certified Investment Management AnalystSuccessful long-term investment planning is complex, specialized, and challenging. This fact makes it difficult for a population of do-it-yourselfers and day-traders to make quality financial decisions today.CIMA??professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment by providing objective advice and guidance to individual and institutional investors. CIMA??certificants represent the premier investment consulting and wealth management advisors in the industry. I fulfilled my educational requirements for the CIMA??at the Wharton School of the University of Pennsylvania.Certified Private Wealth AdvisorHigh-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor??(CPWA?) certification program is an advanced credential created specifically for wealth managers who work with these clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. CPWA?’s have the knowledge to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. As the premier credential in this arena, the CPWA??certification program offers a challenging educational program focused on advanced wealth management topics, including: behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. I fulfilled my educational requirements for the CPWA??at The University of Chicago Booth School of Business.Retirement Income Certified ProfessionalThere will be an estimated 10,000 Americans reaching retirement age every day for the next 16 years. These numbers are staggering, and all of these individuals have until present, been focused on asset accumulation. While many advisors are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income distribution plans. Not only must these plans take into account clients’ lifestyle and charitable objectives, the risks clients face — economic and market uncertainty, inflation, as well as changes in Social Security and Medicare benefits — mean financial professionals need the preparation and knowledge to serve their clients’ changing needs. RICP?’s have the knowledge to identify these challenges and develop strategies to manage them.Investment & Wealth InstituteTM (The Institute is the owner of the certification marks “CPWA,”, “CIMA,” “Certified Private Wealth Advisor,” and “Certified Investment Management Analyst” Use of CPWA, CIMA, Certified Private Wealth Advisor and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.?Certified Financial Planner Board of Standards Inc. owns the certification marks CFP?, CERTIFIED FINANCIAL PLANNERTM and CFP? in the U.S.

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