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 Who do I contact for more information?

General feedback: Josh Frazier, CFA, President (joshfrazier@frazierfinancial.com)

CFA program and membership: Henry Song, CFA, Membership Chair (henry.song@me.com)

Event information: Jennifer Montenaro, Executive Administrator (montenaj@yahoo.com)

How Do You Choose the Adviser That's Right for You? 
by meganmontgomery
 6/7/2012 4:00 PM

There are many investment credentials out there and sorting through them can be difficult. But the letters after an adviser's name are worth getting to know because they are an important indicator of how much training he or she actually received and what...

 
Why Should You Trust a CFA Charterholder? 
by meganmontgomery
 6/7/2012 3:59 PM

The globally recognized CFA designation symbolizes the knowledge, professionalism, and integrity you should expect from a financial adviser…Integrity must never come into question.

In addition to being globally recognized for mastering a rigorous curriculum,...

 
What Makes a CFA Charterholder's Knowledge So Special? 
by meganmontgomery
 6/7/2012 3:58 PM

Comprehensive view and up-to-date, practical skills

Allan Starkie, PhD, partner at Knightsbridge Advisors (Executive Wealth Management Recruiting), 29 August 2008:
"There are a large number of certifications floating around the wealth management...

 
Why Choose a CFA Charterholder Wealth Manager? 
by meganmontgomery
 6/7/2012 3:56 PM

Today's financial markets demonstrate just how important it is to have reliable evidence of your financial adviser's integrity, experience, and commitment.

No credential is as widely regarded in the global financial industry for its rigorous focus on...