Credentials

When you decide to work with a financial planner or advisor, one of the things to research are the types of designations and certifications they may have achieved. Our founder, Ted Jenkin, has achieved all six of the industry's designations offered by the College for Financial Planning.

  • Accredited Wealth Manager Advisor DegreeSM
  • Accredited Asset Management Specialist®
  • Chartered Retirement Planning Counselor®
  • Chartered Retirement Plans Specialist®
  • Chartered Mutual Fund Counselor®
  • CERTIFIED FINANCIAL PLANNER®

These designations give Ted the experience to help individuals and businesses make difficult decisions ranging from wealth management strategies to retirement plan distributions. Having this knowledge on a comprehensive basis allows us to give financial advice that is thorough and specific in all areas of financial planning.

CERTIFIED FINANCIAL PLANNER™ practitioner

Why are the CFP® Certification Requirements Important?

Most people think that all financial planners are "certified," but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.

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