We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the evolving regulations and nuances of the financial services industry, we have sought out opportunities to continually hone our expertise and learn new and better ways to serve your needs. When you work with us, you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.

What is a C.I.M.A.?

C.I.M.A. stands for Certified Investment Management Analyst. It is a designation earned through the Investment Management Consultants Association (IMCA). IMCA is a nonprofit association for advanced investment management professionals who give advice and then help you manage your financial investments.

Classes are held at places such as the Wharton School of Business and followed by a rigorous test. At this time, there are only about 6,500 CIMA’s worldwide. Jim Zientara became a CIMA in 1990.

There are many financial services credentials in the marketplace – with varying degrees of credibility. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an investment advisor and manager.

The first step in financial planning is creating a plan. The second step is selecting investments to make the first step work. The last step is your estate planning so you can pass those assets along to your heirs and charities.

It's a comprehensive financial plan tailored to you.

Select “Sample Financial Plan” from the Services menu and then call Jim Zientara for an appointment.

CIMA® - Certified Investment Management Analyst®

Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA,“ and ”Certified Investment Management Analyst.“ Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.