When you’re searching for a financial advisor, you might come across quite a few acronyms that follow an advisor’s name. Unless you’re in the financial industry, these designations and credentials will just confuse you. But that doesn’t mean you should ignore them. Credentials and education play a critical role in your advisor’s competence. There are hundreds of designations in the financial services field, and some are more applicable to your needs than others. (1)
What’s In A Credential?
At Fiduciary Wealth Management, we hold ourselves to high professional, ethical and educational standards, which is why both co-founders hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) credential. The CFP® program is recognized as a unique distinction for many financial planners. The certification requires that you complete a comprehensive course of study at a college or university approved by the CFP® Board, pass the comprehensive certification exam, and complete years of hands-on experience related to delivering financial planning services to clients.
When it comes to your finances, don’t skimp on whom you entrust your money to. We think you deserve objective advice, great service, and a partner who puts your interest first, always. We know this sets us apart, and we’re honored that in one of their recent issues, Little Rock Soiree recognized co-founder Rocklin Senavinin CFP® for his commitment to the profession as a CFP® holder.
Want To See What It’s All About?
We invite you to see the difference a CFP® can make in your life. From working toward your goals to navigating financial challenges, our comprehensive investment management and financial planning services may be just what you need to find confidence and peace of mind. If you would like more clarity on your finances, make sure you are on track for retirement, or want to spend less time on financial planning and more on the things you love, schedule a phone call now! You can check out our feature in the Little Rock Soiree magazine here.
About Rocklin Senavinin, CFP®
With nearly 20 years of experience in the financial planning industry, Roc has dedicated his career to helping individuals live comfortably in retirement and enjoy the assets they have spent their career building. He is co-founder of Fiduciary Wealth Management, a fee-only registered investment advisory firm in Little Rock, Arkansas. As a CERTIFIED FINANCIAL PLANNER™ professional, he has advanced training in the holistic process of creating a personal financial plan that addresses a person’s comprehensive needs for the short and long term. To learn more, connect with Roc on LinkedIn or visit www.fidwm.com. If you have questions, feel free to schedule a phone call using this link.
The views expressed represent the opinions of Fiduciary Wealth Management, LLC and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Fiduciary Wealth Management, LLC’s Form ADV Part 2, which is available upon request.
Please call or email with questions.
Additional information about Fiduciary Wealth Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. You may search this site using a unique identifying number, known as a CRD number, Fiduciary Wealth Management, LLC’s CRD Number is 284324.