Why I Attained the Chartered Financial Analyst (CFA) Designation

Your financial advisor should be on the cutting edge of market complexities and be able to utilize their financial capabilities to help you create a wealth management strategy tailored to your needs.  That's why I attained the Chartered Financial Analyst® (CFA®) designation.

Select Group of Financial Advisors
Only one in five candidates becomes a CFA® charterholder.  It takes an average of 1,000-plus hours of studying and four years of professional experience to earn the CFA® designation. 

Comprehensive Knowledge
CFA® charterholders are required to pass three levels of exams, which cover topics such as accounting, economics, ethics, money management, and security analysis.

Client-Focused Care at the Center
CFA® charterholders adhere to a code of conduct that follows one of the highest levels of ethical standards.