Credentials that demonstrate our commitment to excellence

At Insperity Private Wealth, our team members hold several professional designations and certifications that underscore our commitment to excellence and ethical standards. Credentials such as the Certified Financial Planner® (CFP®) (held by Michael and Steve), Chartered Financial Analyst® (CFA®) (held by Chris) and Private Wealth Advisor (held by Roger) reflect our team’s dedication to continuous learning and mastery in the field of financial planning and investment management. These designations help ensure that our clients receive personalized, knowledgeable and trustworthy guidance tailored to their unique financial goals