Our Private Wealth Advisor team is composed of three CERTIFIED FINANCIAL PLANNER™ professionals and one Chartered Financial Analyst®. CFP® Professionals & CFA® Charterholders must take rigorous educational courses, pass additional exams, and hold themselves to the highest ethical and professional standards to use those designations. Unlike many financial advisors, they are also required to take additional ongoing education to ensure their knowledge of the changing financial landscape remains current to continually use their respective designations.