Wealth Manager—What's a Title Worth? Millions, Maybe

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Wealth Manager—What's a Title Worth? Millions, Maybe

Jul 26, 2011

Industry veteran Tim Kochis, director of new business lines for Aspiriant, is considered one of the pioneers of wealth management, and describes the CFP® designation as a "threshold" for demonstrating core competency. Wealth managers "are not taken seriously without it," he said.

Charles Paikert
July 26, 2011

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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