ABOUT USCREDENTIALS & EXPERIENCE

Anyone can call themselves a “Financial Planner”.
Having professional credentials and nationally recognized certifications, in a fiduciary capacity we are well positioned to provide sound, specialized advice and expertise.
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CERTIFIED FINANCIAL PLANNER™ (CFP®)

CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning. 

At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.

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CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach.

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ACCREDITED ESTATE PLANNER® (AEP®)

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character, and who commit to the team concept of estate planning.

EXPERIENCE

When deciding to partner with a financial planning firm, finding an individual or team that are held to the highest educational and ethical standards is extremely important. It’s true that there is no short supply of financial information available these days, but the challenge that families face is sorting through what is “information” and what is “wisdom”. 

According to FINRA, there are over 200 designations and certifications that a financial representative can hold, which makes it difficult for consumers to know which ones hold value. 

Wealth management relationships are typically long-term engagements built on trust and confidence in decision-making. One way to vet the competency and culture of an individual or team is to look for industry-recognized credentials with national accreditation, such as the CFP® designation. A financial planner who possesses industry-recognized designations is evidence that the individual values advanced training, continuing education and prioritizes the best interests of the client.

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Destin Office
Main: 850-990-0618
Text: 850-367-0090
1234 Airport Road, Suite 121 Destin, FL 32541
St. Petersburg Office
Main: 727-369-6151
Text: 727-496-4963
200 Central Ave, 4th Floor, St. Petersburg, FL 33701
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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC  (“RFG Advisory” or “RFG”), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

Insurance products and services are offered through several insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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