Our Executive Team consist of seasoned financial professionals and together they have earned and represent the major financial designations, including:

CFP® certification

The CFP® certification process, administered by the 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.

Chartered Financial Analyst (CFA)

The CFA Program is a globally-recognized, graduate-level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills. It instills ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills.

Accredited Investment Fiduciary® (AIF®)

This designation represents a thorough knowledge of the ability to apply the fiduciary practices. Through fi360’s AIF Training programs, AIF designees learn the practices and the legal and best practice framework they are built upon.

Professional Plan Consultant™ (PPC)

Administered by Financial Service Standards, LLC, the Professional Plan Consultant (PPC) designation is awarded to those who successfully complete The 401(k) Service Training Program™. This designation signifies a commitment to education and service excellence in the qualified plan industry. The 401(k) Service Training Program is the only course that sets service standards in the retirement plan industry and imparts professionals not only with the knowledge, but the tools needed to meet (and exceed) those standards.

Chartered Financial Consultant (ChFC)

A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion of seven required courses and two elective courses.