Our Associates
People do make the difference. At Vision Wealth Management, LLC, our Advisors have earned a reputation for their experience in the investment, financial planning, group benefits and insurance areas. The corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations that are listed below. To learn more, hover over each designation for a detailed description.
- Accredited Asset Management SpecialistSM (AAMS®)
- Accredited Estate Planner® (AEP®)
- Accredited Investment Fiduciary® (AIF®)
- Certified in Long-Term Care (CLTC)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Public Accountant (CPA)
- Chartered Advisor for Senior Living® (CASL®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Chartered Mutual Fund CounselorSM (CMFC®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- Chartered Retirement Planning SpecialistSM (CRPS®)
- Juris Doctor (JD)
- Life Underwriting Training Council Fellow (LUTCF)
- Masters of Business Administration (MBA)
Each year, our Associates and staff are required to participate in both industry and in-house continuing education programs. Many are in pursuit of advanced industry certifications and designations. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients. Registered Representatives hold the appropriate securities and insurance licenses in compliance with Federal and State regulations.
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