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Designations
Katie Phifer holds these three certifications:
A Certified Divorce Financial Analyst is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future.
CERTIFIED FINANCIAL PLANNER® Professional
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients best interests today to prepare them for a more secure tomorrow.Retirement Income Certified Professional
A Retirement Income Certified Professional is a certified financial advisor specializing in retirement income planning. It indicates a high level of knowledge, experience, and commitment to best practices in the area of retirement income.These professionals guide individuals and their families in creating sustainable retirement income plans.
Titles
As PIM® Portfolio Managers, Gary Bezilla and Alan Kinney offer customized investment portfolios geared toward clients’ specific investment goals. Wells Fargo Advisors’ PIM® Portfolio Managers must meet eligibility requirements which include a minimum of two years of experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams.
Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM® Portfolio Managers.
Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM® Portfolio Managers.