Members of the Vector Wealth Management team hold certifications including CERTIFIED FINANCIAL PLANNER™ professional, CFP® professional, CFA Charterholder, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC®), Master’s Degree in Financial Services (MSFS), Accredited Investment Fiduciary (AIF®), Accredited Asset Management SpecialistSM (AAMS®), and Registered ParaplannerSM.
We invite you to get to know the members of the Vector Wealth Management team.
Vector Wealth Management employs professionals with a variety of professional designations focused on financial planning and continuing education. The following attribution statement aims to credit trademark, registered trademark, and registered service mark owners.
Designations and Attribution
Accredited Asset Management SpecialistSM(AAMS®)
ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Accredited Investment Fiduciary®(AIF®)
Accredited Investment Fiduciary® and AIF® are registered trademarks of the Center for Fiduciary Studies, a division of fi360, Inc.
Chartered Financial Analyst®(CFA®)
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Chartered Financial Consultant (ChFC®)
Chartered Financial Consultant® and ChFC® and are registered trademarks of The American College, Bryn Mawr, Pennsylvania.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning CounselorSM(CRPC®)
Chartered Retirement Planning CounselorSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Financial Planning Association® (FPA®)
Financial Planning Association® and FPA® are registered trademarks of the Financial Planning Association.
Financial Paraplanner Qualified Professional™ (FPQP™) previously known as Registered ParaplannerSM
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
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