Professional Designations help us serve you

Professional designations require a significant investment of time and expertise before they are awarded. They are indicative of financial professionals who are committed to accumulating and expanding their knowledge in order to best serve their clients. Individuals on the team at Peninsula Private Wealth hold the following professional designations.

  • CFP® - CERTIFIED FINANCIAL PLANNER™ professional
  • ChFC® - Chartered Financial Consultant
  • CRPS®- Chartered Retirement Plans Specialist SM

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.