Our Professional Designations
When you see AIF after our financial advisors names it means that they have earned the Accredited Investment Fiduciary ®(AIF®) designation from the Center for Fiduciary Studies. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interest of and with undivided loyalty to their clients. Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Download PDF "Benefits of Choosing and AIF"
When you see CLU after a financial advisors name it means they have obtained the Chartered Life Underwriter (CLU) professional designation for individuals who wish to specialize in family business and estate planning. This advanced degree is focused on how to serve the diverse needs of individual and business owner clients. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the designation. https://www.theamericancollege.edu/designations-degrees/CLU