Leverage industry-leading credentials for your practice

At Financial Integrators, we prioritize your practice’s success and your client's needs above all else. Our team of credentialed financial professionals who carry designations including CFA®, CFP®, CPA, JD and more, bring unmatched expertise and a commitment to excellence. Leverage their knowledge to elevate your practice, deliver exceptional service, and achieve your business goals in a competitive market.

CHARTERED FINANCIAL ANALYST^®

Achieving the CFA® designation requires intense study and a dedication to putting clients’ needs above one’s own. CFA® CHARTERHOLDERS hold themselves to an uncompromising standard of ethics and are required to undertake an annual attestation of conduct. Candidates study nearly 1,000 hours on average in the journey to passing all three levels of the CFA® Program. Fewer than 1 in 5 candidates successfully complete all three levels. CFA® CHARTERHOLDERS have a strong foundation of investment knowledge, built by years of study and real-world experience.

CERTIFIED FINANCIAL PLANNER^®

Bringing all the pieces of your financial life together is a challenging task. Today more than ever, Certified Financial Planner® professionals are an essential resource. 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 the complexities of the changing financial climate and know how to make recommendations in your best interest.

Certified Public Accountant 

Certified Public Accountant (CPA®) is a title awarded to accountants who meet stringent professional qualifications. State authorities confer the title on those who satisfy the experience requirement and pass the Uniform CPA Examination. CPAs must maintain a certain amount of professionally logged hours as required by the state in which they are certified.

Chartered Financial Consultant

Advanced financial planning for every person and every need: that is the credentials of the ChFC® designation program. ChFC® covers a must-have list of requirements for financial advisors, from tax and retirement planning to special needs advising, wealth management, insurance and more.

Certified Exit Planner Advisor

The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who work closely with business owners. Through exit planning, owners can build more valuable companies, have stronger personal financial plans and align their personal goals. Earning the CEPA designation enhances value-added conversations around growth and exit.

Juris Doctor

A Juris Doctor (JD) is a postgraduate degree that prepares students to practice law. It's a terminal degree, meaning it's the highest level of degree that can be earned in the field of law.

INVESTMENT ADVISOR REPRESENTATIVE 

An Investment Advisor Representative (IAR) works for investment advisory companies and is responsible for providing investment-related advice. IARs must pass the appropriate exams and continue their education to maintain their securities registrations.

Personal Financial Specialist

Personal Financial Specialist (PFS) is a designation granted to CPAs after demonstrating experience in personal financial planning services and meeting accreditation requirements. PFS credential holders have specific experience, education and examination requirements that set them apart from other CPAs and financial planners.

Certified Plan Fiduciary Advisor

A Certified Plan Fiduciary Advisor (CPFA®) is a financial professional who has demonstrated their expertise and experience working with retirement plans. They are trained to objectively review a client's current financial situation. This helps create a solid foundation for a retirement plan.

Accredited Investment Fiduciary^®

The Accredited Investment Fiduciary® (AIF®) designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary and a process for carrying out fiduciary responsibility.

Chartered Life Underwriter

The Chartered Life Underwriter (CLU) designation is for financial experts who specialize in life insurance and risk management demonstrating their knowledge of life insurance underwriting, estate planning and risk management. These professionals can help clients make decisions about life insurance, wills, trusts and other estate planning matters.

Certified Retirement Counselor

The CRC® designation demonstrates an enhanced understanding of retirement planning, income distribution, client communication and behavioral finance. Candidates pledge to adhere to a code of ethics and continuing education.