Sentences with phrase «licensed financial specialists»

We are an organization of independent attorneys, licensed mental health professionals, licensed financial specialists, and other interested professionals.

Not exact matches

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.
A certified financial advisor may have the license in securities, but may not be a specialist in life insurance.
We are a group of collaboratively trained attorneys, financial professionals and licensed mental health specialists..
Coaches are specially trained licensed mental health practitioners who work on multidisciplinary teams with family law professionals, including Attorneys, Financial Specialists, vocational specialists, Specialists, vocational specialists, specialists, and others.
We are licensed mental health professionals («Divorce Coaches,» «Child & Co-parenting Specialists»), financial professionals (CPA's) specifically trained in divorce financial matters, and family law attorneys.
In addition to being experienced, licensed attorneys, mental health professionals and financial specialists (e.g. CPAs), all Pasadena Collaborative Divorce (PCD) members are trained in Collaborative Divorce and Mediation.
The company's advisory personnel, licensed brokers, commercial property managers, financial analysts, research professionals, marketing specialists and property accountants serve clients ranging from leading multinational investors and occupiers to smaller firms and sole proprietorships.
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