Licenses


Professional Designations
At least one of our advisors hold the following designations:

  • Certified Financial PlannerTM Professional(CFP®)
  • Certified Public Accountant (CPA)*
  • Chartered Advisor for Senior Living® (CASL®)
  • Retirement Income Certified Professional® (RICP®)
  • Chartered Finacial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Certified Plan Fiduciary Advisor (CPFA®)

Securities

We are licensed to assist clients with investment accounts of all sizes and types. The advisors hold a combination of Series 7, 9/10, 63, 65, 66, and/or 24. At least one of our advisors has maintained a securities license in the following states: AZ, CA, CO, GA, HI, KY, ID, IN, FL, MI, MT, MS, NV, NM, OR, OH, UT, VA, WA, WI,

Insurance
We are licensed to assist clients with life insurance, disability insurance, long-term care insurance, and accident and health insurance. At least one of our advisors has maintained a securities license in the following states: AZ, AL, CA, FL, HI, ID, ME, NC, NM, NV, NY, TX, VA, UT, WI

*We do not provide tax or legal advice. Consult your own personal attorney legal or tax counsel for your advice on specific legal and tax matters.