Our Planning Team
What Do These Credentials Mean?
Our senior planning team holds a range of professional credentials and advanced education. Each represents additional training and expertise in a specific area of financial planning and wealth management.
CFP®
Certified Financial Planner®
Comprehensive Financial Planning
CFP® certification represents comprehensive training in financial planning. CFP® professionals complete extensive education, pass a rigorous examination, meet experience requirements, and agree to CFP Board's ethical standards. Their training covers investments, retirement, taxes, insurance, estate planning, and overall financial strategy.
Learn more ->RICP®
Retirement Income Certified Professional®
Retirement & Income Planning
The RICP® is a specialized credential focused on retirement income planning. Professionals with this credential receive advanced training in Social Security, retirement income sources, taxes, healthcare costs, longevity, and strategies for creating sustainable income throughout retirement.
Learn more ->WMCP®
Wealth Management Certified Professional®
Wealth Management & Investment Planning
The WMCP® focuses on advanced wealth management and investment planning. The curriculum covers goal-based planning, portfolio construction, tax-efficient investing, behavioral finance, and strategies for managing complex wealth needs.
Learn more ->FPQP®
Financial Paraplanner Qualified Professional®
Financial Planning Analysis & Support
The FPQP® credential demonstrates specialized education in the technical and analytical side of financial planning. It covers foundational planning concepts, gathering and analyzing client information, and the work that supports the development and implementation of comprehensive financial plans.
Learn more ->M.S. in Financial Planning
Graduate-Level Academic Education
Advanced Academic Education
An M.S. in Financial Planning is a graduate-level degree focused on the study and practice of financial planning. It provides advanced academic education across investments, retirement planning, taxation, estate planning, and comprehensive financial planning strategy. Unlike a professional designation, this is an advanced academic degree.
Expertise That Supports Your Plan.
Credentials are one part of what makes a strong planning team. They represent the education and specialized expertise our planners bring to the work, while our approach centers on understanding your goals and helping you make informed decisions with confidence.