Both Bob and Jess have earned the Chartered Financial Analyst^® designation. The CFA Program seeks to provide a strong foundation for advanced investment analysis and real-world wealth management skills.

Bob has also gone a step further and attained the Accredited Investment Fiduciary^® designation. The AIF^® designation identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF^® examination.

Why We Attained the CFA Designation

You deserve a team of financial advisors that are on the cutting edge of market complexities and are able to utilize their financial capabilities to help you create a wealth management strategy tailored to your needs. That’s why Bob Beckmann and Jessica Marlow attained the Chartered Financial Analyst^® designation.

The CFA Program aims to provide a strong foundation for advanced investment analysis and real-world wealth management skills.

Below are several more highlights regarding the CFA designation:

Comprehensive Knowledge

CFA charter holders are required to pass three levels of exams, which cover topics such as economics, financial statement analysis, portfolio management, security analysis, and risk management.

Continuing Evolution of Investing

The CFA program is designed to provide financial advisors with the investment tools and wealth planning skills necessary to look beyond today’s headlines and remain proactive in their knowledge.