Chartered Financial Analyst® Designation

We are proud to announce that Jeremy Eppley, CFA, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Chartered Financial Analyst® designation!

The CFA® credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. Successful CFA Program candidates report that they spend an average of 1,000 hours, in aggregate, studying for all three levels.