Credentials and Qualifications
WFA’s Advisors consist mainly of Certified Financial Planners™ (CFP® professionals) and Advisors in pursuit of this certification. We are not strangers to advanced educational degrees and certifications, such as CFP®, MBA, PHD, CPA, CLU®, and CDFA™ – these are all represented on our Advisory Team! These additional degrees, certifications, and designations ensure that our clients’ needs are being met and their expectations are best fulfilled.
More details on Certifications and Designations