PIM® Portfolio Manager
Ted Kawahara is a PIM® Portfolio Manager, a specially trained Financial Advisor who manages clients’ investment portfolios in a discretionary manner.
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. They complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course.
CERTIFIED FINANCIAL PLANNER® Professional
Ted earned his CERTIFIED FINANCIAL PLANNER® designation in 1999, and a post-graduate certificate in financial planning from UCLA.
CFP® professionals are held to the highest standards and are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP Board’s Code of Ethics, which requires them to act in the client’s best interests. CFP® professionals must develop their theoretical and practical industry knowledge by:
Completing a comprehensive course of study at a college or university offering a curriculum approved by the CFP Board
Passing the comprehensive CFP® Certification Exam which tests each candidate’s knowledge and synthesis of financial topics
Completing several years of experience related to delivering planning services to clients prior to earning the right to use the CFP® certification trademarks
*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.