Our Designations

Our advisory work is supported by advanced professional education focused on comprehensive and holistic financial planning. These designations reflect a commitment to ongoing learning and delivering thoughtful, comprehensive advice. Feel free to review to learn what each designation focuses on.

The CFP® designation is widely recognized as the standard for comprehensive financial planning. It requires extensive education, a rigorous exam, minimum years of professional experience, and adherence to a fiduciary standard. CFP® professionals are trained in retirement planning, investments, tax strategy, estate planning, and risk management.

The ChFC® designation provides advanced training in financial planning with a strong focus on practical client strategies. Coursework covers investment management, retirement planning, tax planning, insurance strategies, and planning for business owners.

The CDFA® designation focuses on the financial aspects of divorce. Training includes analysis of retirement accounts, property settlements, tax considerations, and long-term financial outcomes to help individuals make informed decisions during divorce proceedings.

The MSFS is a graduate degree focused on advanced financial planning and wealth management. The program covers investment strategy, tax planning, estate planning, retirement income design, and risk management.

The RICP® designation focuses on an important phase of the financial planning process, turning your life savings into a reliable income stream. The designation focuses on real-world retirement challenges, including how to generate consistent income, navigate medicare, manage taxes and reduce the risk of outliving your assets. 

The Columbia Holistic Financial Coach program was developed with Columbia University Teachers College and Equitable Advisors, which trains advisors to integrate financial planning with behavorial coaching. It focuses on aligning your financial strategy with your goals. It ensures "real life" decision making, so plans are both created and implemented.

The AEP® designation recognizes advanced knowledge in estate and wealth transfer planning. It focuses on trust strategies, estate tax planning, charitable planning, and multigenerational wealth transfer.

The CAP® designation focuses on charitable and philanthropic planning. It prepares advisors to help clients incorporate charitable giving into their financial and estate plans in a strategic and tax-efficient way.