Not Your Typical Advisor
A CFA Charterholder. A CFP® Professional. 100% Fiduciary.
Elite investment expertise and gold-standard financial planning—in one advisor.
CFA Charterholder
The gold standard for investment analysis
Over 900 hours of study across three 6-hour exams—one of the most rigorous financial credentials globally.
Deep expertise in portfolio management, investment analysis, economics, and ethics.
Ethics Code: CFA charterholders must "act with integrity, competence, diligence" and "place clients' interests above their own."
CFP® Professional
Comprehensive financial planning expertise
Rigorous education covering taxes, retirement, estate planning, insurance, and investment management.
Required client-focused experience demonstrating real-world planning competence.
Ethics Code: CFP professionals commit to integrity, objectivity, competence, fairness, confidentiality, and placing your interests first.
"If you hire investment professionals with a CFA, you… have confidence at the level of qualification."— Jenny Johnson, CEO/President, Franklin Templeton
What Makes This Rare
Most advisors meet minimum licensing requirements. These credentials represent thousands of additional hours of study and demonstrated expertise beyond the baseline.
Why Both Credentials Matter
No need for separate "investment person" and "planning person"—it's all integrated.
360° Expertise
From complex investment strategy to holistic life planning—integrated, not fragmented.
Reinforced Fiduciary Duty
Both credentials embed client-first obligations into their professional codes.
Continuous Excellence
Ongoing education requirements ensure current knowledge, not outdated advice.
Both CFA and CFP require adherence to strict ethical codes. As a fee-only fiduciary, I'm legally obligated to act in your best interest—not sell you products for commission.
Ready for a Higher Standard?
No percent-of-assets fee. Just straightforward advice from a qualified professional.
Flat monthly fee starting at $100/month. No hidden costs. No AUM percentage.