In our business, people make all the difference. We believe that our deep professional experience and complementary backgrounds give our firm a unique perspective when managing our clients' assets. Our combined experience includes investment research, asset allocation, portfolio management and financial planning.
Robert W. Frazee, CFA, CPA*
Principal | email@example.com
Mark A. Sorgenfrei, Jr., CPA/PFS, CFP ®
Principal | firstname.lastname@example.org
Meredith Poore, CFP ®
Director of Operations & Client Support | email@example.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER TM, CFP ® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
If you have questions about CFP Board's trademark usage guidelines, or would like CFP Board to review business materials you are developing that feature the CFP ® certification marks, please contact us at 800-487-1497 or firstname.lastname@example.org