Credentials that reflect our commitment to excellence
Professional designations aren’t just letters after a name – they represent years of rigorous study, dedication and a deep commitment to serving clients with integrity and expertise. At 1816 Wealth Management Partners, these credentials underscore our promise to deliver thoughtful, personalized guidance and sophisticated strategies tailored to your unique financial goals. Each designation reflects our team’s pursuit of mastery in wealth management, ensuring you receive advice grounded in knowledge, experience and unwavering ethical standards.
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CFP® certification holders are trained to deliver a comprehensive range of financial planning services that pertain to the many varied elements of your life. After undergoing rigorous training to earn their designation, CFP® professionals are bound by fiduciary duty to provide financial counsel in the best interests of their client.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification helps provides that sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 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.
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A CPFA® is a financial professional who demonstrates expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans. The designation is issued by the National Association of Plan Advisors (NAPA). Advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. They can be a valuable resource to clients, recommending the appropriate solutions and resources for addressing retirement questions.
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A Certified Public Accountant (CPA) designation represents the highest standard of competence in the accounting profession. For our clients, it means working with a professional who has met rigorous educational requirements, passed a comprehensive exam and demonstrated real-world experience in financial and tax matters. This expertise allows us to provide informed guidance on complex issues such as tax planning, business transitions and wealth strategies.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.
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Advisors that possess the CRPC™ designation are recognized as being both properly trained and knowledgeable in the topic of retirement planning strategies. CRPC™ designees can help develop holistic retirement income plans that accurately weigh Social Security, pensions, 401(k)s and other investments. As a client, your advisor can help you take advantage of customized retirement plans and tax-efficient strategies.
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Private Wealth Advisor is a designation of distinction awarded by Raymond James. Designees successfully complete a rigorous curriculum and commit to continued education to stay current on innovative strategies for managing wealth and addressing an evolving investment landscape.
Private Wealth Advisors have access to the Raymond James platform of powerful private wealth resources to help their clients manage complexities and pursue their most visionary, far-reaching and entrepreneurial goals. They also collaborate with clients’ tax and legal advisors and Raymond James home office professionals across a wide range of financial disciplines to serve the specialized needs of clients holding significant assets.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
