CPA, CVA, QPA, AICPA, PFS, NACVA, OSCPA, FINRA, Series 7, Series 63, Series 65, Series 66. What do all of those letters mean when associated with our Advisors’ names and profiles? It’s our way of letting you know that you are working with a team of professionals who take their professional role seriously and have invested significant time in obtaining and, very importantly, maintaining specialized financial education. These designations allow you to discern and assess whether your accountant has the specialized knowledge to assist you in achieving your individual and business goals.
Alphabet Soup? Or Discerning Buyer?
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.
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