Synergy Asset Management

Financial PlanningInvestment Management

Alphabet soup or meaningful information?

the letters after our names mean somethingIf you’ve ever seen our website or gotten an email from Synergetic Financial Management, you’ve probably noticed a lot of letters after our analysts’ names:  CFA, CFP®, ChFC®, CLU®, MSFS, MBA, etc. Our clients often ask what these letters mean. Despite how it looks, these letters are not some strange form of alphabet soup. Instead, the letters represent various industry designations.

CFP®, for example, stands for Certified Financial Planner. To become a CFP®, a financial planner must have achieved a minimum of a bachelor’s degree from an accredited college or university, have three years of full-time experience or two years of apprenticeship, pass fitness standards for candidates and registrants, and pass the CFP® examination which measures the candidate’s ability to apply financial planning knowledge in the real world.

Why do our wealth managers and business consultants have so many designations? Because we care about our clients. Despite our collective education and experience, we want to keep growing and expanding our knowledge so that we can offer our clients, large and small, the best advice and customer service possible. That’s one of the things that makes our boutique financial management firm stand apart from the rest.

To your wealth,

President of Synergetic Finance


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