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Our Qualifications

In addition to our high level of service and attention to our clients, our qualifications also help us stand out. Our founder, Bill Krivicich, is a Chartered Financial Analyst and he works directly with Certified Financial Planners to achieve a holistic planning philosophy.

Chartered Financial Analyst®

A Chartered Financial Analyst®, or CFA®, is a globally-recognized professional designation given by the CFA Institute that certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering accounting, economics, ethics, money management, and security analysis.

The CFA® charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis.

We are always learning and getting better for our clients. Contact us today to learn more.

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