Designation Details
Why Credentials Matter—And How They Work for You
When it comes to your financial future, you deserve advice that’s well-intentioned, deeply strategic, and personalized to every stage of your life.
That’s the difference when you work with the CURO Team of financial advisors who hold advanced designations. Each of these credentials represents a specialized area of expertise that enhances the quality, depth, and value of every recommendation we make:
CFP ®
Certified Financial Planner
as the gold standard in financial planning, this ensures we have met and uphold rigorous standards for ethics, education, and comprehensive financial knowledge.
ChFC®
Charted Financial Consultant
is a professional designation for financial advisors who have completed an extensive educational program focusing on comprehensive, advanced financial planning.
RICP ®
Retirement Income Certified Professional
your retirement income strategy is designed to last for life—efficiently and sustainably.
CLU ®
Chartered Life Underwriter
you benefit from expert insurance and risk management insight.
TPCP ®
Tax Planning Certified Professional
your financial plan is built on a foundation of proactive, forward thinking tax strategy.
BFA
Behavioral Financial Advisor
we understand the human side of money —and help you make confident, grounded decisions removing the emotion.
Together, these credentials allow us to deliver truly holistic wealth management—coordinating your investments, taxes, insurance, estate plan, and financial goals into one clear, cohesive strategy.