The letters after our names indicate additional education and experience in the financial and investment world.If you’ve ever seen one of our websites or gotten an email from Synergetic Financial Management, you’ve probably noticed a lot of letters after our analysts’ names:  CFA, CFP®, ChFC®, CLU®, MSFS, MBA, etc. Our clients often ask what these letters mean. Despite how it looks, these letters are not some strange form of alphabet soup. Instead, the letters represent various industry designations, indicating we have additional education or experience in the financial and investment worlds.

CFP®, for example, stands for Certified Financial Planner. To become a CFP®, a financial planner must have achieved a minimum of a bachelor’s degree from an accredited college or university, have three years of full-time experience or two years of apprenticeship, pass fitness standards for candidates and registrants, and pass the CFP® examination which measures the candidate’s ability to apply financial planning knowledge in the real world.

Why do our financial planners and wealth managers have so many designations? Because we care about clients like you. Despite our collective education and experience, we want to keep growing and expanding our knowledge so that we can offer our clients, large and small, the best advice and customer service possible. That’s one of the things that makes our boutique financial management firm stand apart from the rest. If you give us a try, we’re confident you’ll agree.

To your wealth,

Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergy Financial Management, LLC