Awards & Recognitions


Curtis Hermann and George Zaharopoulos are CERTIFIED FINANCIAL PLANNERTM professionals. The CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn their CFP® they completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.


Chartered Retirement Planning CounselorSM (CRPC®)

Nathan Alger has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Nathan focuses on client centric problem solving as they assist clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.


Accredited Domestic Partnership AdvisorSM or ADPA®

Curtis Hermann has earned the Accredited Domestic Partnership AdvisorSM designation. The ADPA® is the only professional designation specifically geared toward the unique financial planning needs and considerations of domestic partners and the LGBTQ community.  The ADPA® course work expands on the CFP® curriculum to address the planning needs of diverse communities.  Curtis’ designation demonstrates the knowledge and dedication to provide you with tailored planning solutions. Learn More About ADPA® 


Chartered SRI CounselorTM (CSRICTM)

Curtis Hermann has earned  The Chartered SRI Counselor™ (CSRIC™) professional designation. The Chartered SRI Counselor designation is an initial step toward responsible investing. It gives a financial professional background knowledge and situational awareness to help clients invest in sustainable, responsible, and impact investments (SRI).This designation is the first major financial credential dedicated specifically to sustainable investing.

Member of the Financial Planning Association®

Curtis Hermann is a member of the Financial Planning Association® (FPA®). This is the premier professional organization for Certified Financial PlannerTM (CFP®)professionals, educators, financial service providers. The FPA supports members and their development and advancement through opportunities for professional education, business support, advocacy and community at the national and chapter levels. Learn More About The FPA