There are dozens of professional designations that can be earned in the worlds of business, finance and investments. Here is a brief list of those you might see when working with the Synergetic Finance team.
MBA: Master of Business Administration
And, as always, if you have any questions, please give us a call. We’d love to explain these designations and why they’re important to our team and to your long-term financial success.
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergy Financial Management, LLC