FAQs

Understand key financial terms with confidence.

Question

What professional registrations, licenses and designations does your team have?

Answer

The members of our Roundtable team of specialists and financial advisors hold many designations, including: CFP®/CERTIFIED FINANCIAL PLANNER™, ChFC® (Chartered Financial Consultant), CPA (Certified Public Accountant), JD (Juris Doctor), RFC (Registered Financial Consultant), MBA (Master in Business Administration), CFA® (Chartered Financial Analyst), CRPC® (Chartered Retirement Planning Counselor) and more.

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