Mike-Pash

Mike Pash

Managing Director, Irvine

CFP®, MBA, AIF®
Eric Hamel

Eric Hamel

Managing Director,
Los Angeles

CFP®, AEP®, CLU®
Brian Perry

Brian Perry

Managing Director, San Diego
Director of Research

CFP®, CFA®
Jack Dugan

Jack Dugan

Senior Financial Planner

CFP®, MSBA, AIF®

A Word About Credentials

CERTIFIED FINANCIAL PLANNER™, CFP®

To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Accredited Investment Fiduciary, AIF®

The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Certified Public Accountant, CPA

A CPA is a certified public accountant and is licensed by the state. In California, to earn the prestige associated with the CPA license, individuals are required to demonstrate their knowledge and competence by passing the Uniform CPA Exam, meeting high educational standards and completing a specified amount of general accounting experience.

Chartered Financial Analyst®, CFA®

Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. The CFA Program emphasizes the highest ethical and professional standards. Earning the CFA charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.