A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. There are three CFA® exam levels tested once per year that I spent countless hours at the library preparing myself to successfully pass. Widely considered the apex for professional development in investment management.
The CFA® is designed to demonstrate a strong foundation in advanced investment analysis and portfolio management, accompanied with a strict emphasis in ethical practice. A charterholder is held to the highest ethical standards and has to make an annual commitment to uphold and abide by a strict professional code of conduct and ethical standards.
As a CFA® charterholder I am trained to help develop a comprehensive strategy to meet both short-term and long term financial goals. In partnering with a CFA® charterholder, as one of the most prestigious designations in finance and investments, you can be confident your assets are being managed with a considerable level of care and expertise.
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.