What All Those Letters Mean
Wondering what all those letters after your financial advisor’s name mean? They’ve worked to attain these professional designations in order to develop additional knowledge across areas relevant to financial planning.
Our team continually furthers their professional experience through these education programs so they can support their knowledge of financial-planning issues that may arise in more complex financial situations. Ask your advisor how their designations can benefit you.
Four Designations Supporting Comprehensive Planning
Each logo links to Alex’s official credential or licensing record, and each description links to the issuing organization so you can learn more about what the designation requires and represents.
CFP®
Certified Financial Planner™The CFP® certification is widely recognized as the standard for comprehensive financial planning. CFP® professionals complete extensive coursework covering investments, insurance, tax, retirement, and estate planning, pass a rigorous board exam, and commit to a fiduciary duty to act in their clients’ best interest.
Verify Alex’s Certification
EA
Enrolled AgentAn Enrolled Agent is a federally licensed tax practitioner authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. It is the highest credential the IRS awards, allowing Alex to bring tax expertise directly into your financial planning conversations.
Learn More on IRS.gov
ChFC®
Chartered Financial Consultant®The ChFC® designation requires even more coursework than the CFP® certification, covering advanced planning topics like estate strategy, income taxation, and financial needs of small business owners — useful depth for clients with more complex financial pictures.
Learn More
RICP®
Retirement Income Certified Professional®The RICP® designation focuses specifically on planning how savings may be used to support retirement income — Social Security timing, distribution strategy, healthcare costs, and managing the risk of outliving your money.
Learn MoreSee How These Designations Can Benefit You
These designations reflect education and professional standards in their respective areas. Separately, in his role as an investment adviser representative of Tiverton Wealth, Alex acts as a fiduciary to advisory clients.
Schedule A Call with Alex