In the Search for a Financial Advisor, Not All Professional Designations Are Created Equal

May 8, 2018

“If you’ve ever searched for a financial advisor, you’ve probably noticed the dizzying array of designations and credentials that come after people’s names, such as CFP®, CFA®, CIMA®, AIF®, AAMS®, CPA, and ChFC®.” Brice Williams, vice president and portfolio manager at First Western’s Boulder office, outlines some of the oldest and most rigorous credentials and explains how they can make a difference during your search for a financial advisor.

Read the full article.

Insights

The New Economy Begins: 4 Money Moves High-Net-Worth Individuals Should Make Before Inauguration Day

As a new administration prepares to take office, high-net-worth individuals face an opportunity to review their financial strategies. Changes in […]

Learn more

Week in Review: December 30, 2024

Recap & Commentary Markets ended the holiday-shortened week modestly higher giving hope to investors that 2024 will end with a […]

Learn more

How to Plan for Retirement: A Comprehensive Wealth Management Strategy for High-Net-Worth Individuals

As a high-net-worth individual, retirement isn’t just a milestone—it’s a chance to transition into the next chapter with purpose, freedom, […]

Learn more

The IRS Announces 3 Key Changes to 401(k) Plans for 2025: How to Maximize Your Retirement Savings

The IRS has recently unveiled important changes to 401(k) plans for 2025, offering new opportunities for workers to boost their […]

Learn more

Tax-Efficient Retirement Planning: Strategies to Optimize Your Wealth in Retirement

When planning for retirement, maximizing wealth and managing tax burdens are essential to ensure your hard-earned savings work for you. […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.