Expertise You Can Trust.
Credentials That Set Us Apart.
We believe that when it comes to your retirement, there is no substitute for deep expertise and unwavering integrity. As a fiduciary, we are held to the highest standard of care. Our commitment to excellence is backed by advanced industry certifications that require rigorous education, ongoing training, and adherence to a strict code of ethics.
Andrew holds the CFP®, CIMA®, and CPWA® certifications - each representing a distinct area of specialized knowledge. Together, they equip our firm to guide high-net-worth retirees through the complexities of retirement income planning, tax mitigation, investment strategy, and legacy planning. These designations are not just letters after a name. They are a reflection of Andrew’s deep commitment to delivering objective advice, sophisticated solutions, and peace of mind for the clients we serve.
The Certified Financial Planner™ (CFP®) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board). The CFP® is considered the premier designation for financial planners and establishes a baseline of competency for practitioners. From examining a client's current situation, to setting goals, to deciding how to measure progress, a CFP® professional is uniquely qualified to take clients through the financial planning process.
A Certified Financial Planner™ is a professional who has met the requirements set by the CFP® Board of Standards in education, examination, experience, and ethics. In addition to meeting all of the preliminary requirements, designation holders must also meet requirements for continuing education. Visit cfp.net for more information.
The Certified Investment Management Analyst® (CIMA®) certification, offered by the Investments & Wealth Institute™, is the peak international, technical portfolio construction certification program designed for investment consultants, researchers, advisors and wealth management professionals. CIMA® professionals are elite advisors who apply advanced investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
The CIMA® certification identifies individuals who have met extensive experience and ethical requirements, successfully completed advanced investment management consulting coursework, and passed the qualification exam and certification exam covering a wide range of in-depth investment topics. The CIMA® certification is the only financial services credential in the U.S. accredited by the American National Standards Institute (ANSI) international standard (ISO 17024) for personnel certification. To maintain certification, CIMA® professionals must meet ongoing continuing education requirements and adhere to the Investment & Wealth Institute’s Code of Professional Responsibility. Visit Investments & Wealth Institute™ for more information.
The Certified Private Wealth Advisor® (CPWA®) certification, offered by the Investments & Wealth Institute™, certifies wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach to address the sophisticated needs of clients with a minimum net worth of $5 million. CPWA® certified professionals are able to identify and analyze the unique 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.
The CPWA® certification program offers a challenging educational program focused on advanced wealth management topics, including: applied behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. To maintain certification, CPWA® professionals must meet ongoing continuing education requirements and adhere to the Investment & Wealth Institute’s Code of Professional Responsibility. Visit Investments & Wealth Institute™ for more information.