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® (CFA®) designation.

The CFA® Program aims to provide experienced financial advisors a strong foundation of innovative investment analysis and real-world portfolio management skills.

Below are several more highlights regarding the CFA® designation: 


Select Group of Financial Advisors

Only one in five candidates becomes a CFA® charterholder.  It takes an average of 1,000-plus hours of studying and four years of professional experience to earn the CFA® designation. 


Comprehensive Knowledge

CFA® charterholders are required to pass three levels of exams, which cover topics such as accounting, economics, ethics, money management, and security analysis.


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.