As CERTIFIED FINANCIAL PLANNERTM professionals, Managing Director - Investments Michael McCarthy and Managing Director - Investments Elias Friedman have attained the standard of excellence in financial planning by meeting rigorous experience and ethical standards, and, as part of their certification, they have made a commitment to serve their clients' best interests today to prepare them for a more secure tomorrow.
Certified Financial Planner Board of Standards Inc. (CFP® Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP® Board's initial and ongoing certification requirements.