Qualifications & recognitions
When it comes to choosing the team to partner with on your life savings, credentials and qualifications should matter. Our firm has been proudly serving clients since 1989 and has achieved the following distinctions:
Once again, Prosperity's Paul Ewing has been named to the FT400 as a top financial advisor. We are the only Kansas City firm that holds this distinction for six consecutive years. Learn more about what it takes to be an FT400 Top Financial Adviser.
The Barron's Top Advisory Teams Summit is an invitation-only gathering of elite-tier advisory teams to share best practices and elevate their standards of service. Once again in 2019, Prosperity was invited to participate in this invitation-only gathering.
Prosperity has been consistently recognized by Cetera Advisors in a number of ways:
- 2018 Diamond Award
- 2018 Wealth Management Excellence
- 2017 Cetera Advisors Sapphire Award
- Cetera Advisors Advisory Council Membership (Paul and Angela)
- Cetera Technology Council Membership.
Forbes Finance Council is an invitation-only organization for senior-level finance executives. Prosperity has been invited to participate in the council for the past five years (2016-2020).
As a highly regarded advisors and industry leaders, Paul Ewing and Angela Brill were recommended by Cetera Financial Group to the Insured Retirement Institute (IRI) Advisory Council. The Council, comprised of 30 successful, engaged advisors across the country, meets regularly to provide guidance and input for IRI’s research, advocacy and communications efforts.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
Our credentials
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.
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.
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.
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.
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.
Certified Exit Planning Advisor (CEPA)
The CEPA credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals. Earning CEPA doesn't change your expertise, it enhances your ability to engage business owners and have value-added conversations around growth and exit.