What do all of those letters mean? Read our designation glossary.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.

CCIM:  Certified Commercial Investment Member

CFA:  Chartered Financial Analyst

CFP®:  Certified Financial Planner

ChFC®:  Chartered Financial Consultant

CLU®:  Chartered Life Underwriter

CPA:  Certified Public Accountant

CWPPTMCertified Wealth Preservation Planner

LUTCF®:  Life Underwriter Training Council Fellow

MBA:  Master of Business Administration

MSFS:  Master of Science in Financial Services

REBC®:  Registered Employee Benefits Consultant

RIA:  Registered Investment Advisor

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

Joe Maas