Our Qualifications

We have been working with individuals and businesses in the area for over 30 years and have extensive personal and professional experience.

We hold various professional designations (see definitions below) and are licensed to sell a variety of investment and insurance products. 

We are dedicated to developing lasting relationships with all our clients and believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

 

Certified Investment Management Consultant® (CIMC®)
An investment management consultant who successfully completed Level I and Level II of the Institute for Certified Investment Management Consultants' education program including the FINRA-administered exams for each level. In earning the CIMC® designation, the investment consultant has demonstrated extensive knowledge of managed accounts including modern portfolio theory, the development of investment policy statements, asset allocation, due diligence, and performance monitoring. In addition, the consultant was tested on legal issues and ethical obligations faced by investment advisors.

 

Certified Investment Management Analyst® (CIMA®)
The CIMA® license belongs to an elite few in the investment profession. Awarded by the Investment Management Consultants Association (IMCA), it represents a hign level of credibility, integrity, and most importantly, knowledge. The curriculum involves in-depth coverage of such topics as asset allocation, ethics, due diligence, risk measurement, performance measurement and investment objectives. CIMA® licensees must succeed in a rigorous academic program and maintain their credential through extensive continuing education.

 

Califonia Insurance License #0672641