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"
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Read more about the CFP certification here: https://www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence/ncca-accreditation