Advanced Professional Designations

Like any industry, the financial world is constantly shifting due to government regulations, market changes, and a rapidly aging population. To remain on the cutting edge and to best serve clients of Towerpoint Wealth, we recognize the importance of expanding our knowledge base as financial services professionals. Clearly, one of the best ways to sharpen skills and to stay in front of the ever-changing financial landscape is pursuing, and maintaining, an advanced professional designation, as having a third-party attestation of our employees’ level of knowledge, ethics, competence, and proficiency is essential.

Understanding a professional designation cannot measure the intangibles that a good personal advisor has to have, it does directly signify a broad and deep commitment to education, a rigorous test for competence, and strict requirements for both ethics and for continuing education.

Towerpoint Wealth has a firm mandate that all licensed advisors and employees earn and maintain an advanced professional designation. We believe that an investment in advanced education in the wealth management and financial field pays for itself many times over, with a central objective of affording Towerpoint Wealth clients the opportunity to partner with a firm who prioritizes education, and stays on the cutting edge of the evolution of the financial industry.