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.

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