Broker Check

Qualifications

The team at Prosperity has the credentials and fiduciary status that you should seek in an advisor. We continually seek to hone our skills and have been sought out as subject-matter professionals.

 

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CERTIFIED FINANCIAL PLANNER ™

This certification marks identify professionals who have met the high standards of competency and ethics established by the CFP Board.

“Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.They understand all the complexities of the changing financial climate and will make recommendations in your best interest.No matter where you are in life, you’ll find confidence in working with a CFP® professional to evaluate your finances and develop a comprehensive plan for your financial future.”

(Certified Financial Planner Board of Standards, Inc.)

Click here to learn more about why you should choose a CFP® professional.

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Chartered Financial Analyst (CFA®)

A CFA® designation is a badge of distinction.  It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first.  All of which make our members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

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Accredited Investment Fiduciary (AIF®)

Advisors who have earned the Accredited Investment Fiduciary (AIF®) designation are able to immediately show that they are interest in and working towards the best interests of their clients.They have gone through training, met the qualifications and pass the exam allowing the use of the AIF® designation.

The AIF® designation coupled with the knowledge and processes taught in the course make it easy for an advisor to quickly show the added value they bring to prospective and existing clients.

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Institute for Divorce Financial Analysts (IDFA™)

IDFA is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.

Founded in 1993, IDFA provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. Over the years, we have certified more than 5,000 professionals in the US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals.

The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including:

  • Personal vs. marital property
  • Valuing and dividing property
  • Retirement assets and pensions
  • Spousal and child support
  • Splitting the house
  • Tax problems and solutions
  • Expert witness testimony
  • Tax law and financial issues affecting divorce.

CEPA

Chartered Advisor in Philanthropy (CAP)

A chartered advisor in philanthropy focuses on different strategies than a certified financial planner or investment advisor. With a CAP, the main intent is to help you develop a plan for philanthropic giving, based on your individual financial situation and goals.