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Licenses are a requirement, education and designations are not...
Our founder and president has three of the most distinguished designations in the industry.

The ChFC® (Chartered Financial Consultant®) designation has been a mark of excellence for almost thirty years and currently requires the most of any financial planning credential!

CIMA® (Certified Investment Management Analyst®) certified advisors apply investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. This is the only financial services credential accredited by the American National Standards Institute.

 

 

 

The RICP® (Retirement Income Certified Professional®) designation teaches advisors techniques and best practices used to create sustainable streams of retirement income.

Where should I put my money?

There is no one "best place" to put your retirement money because each individual and couple has unique requirements, different tolerances for risk and need their money at different times.

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A firm with local resources that takes a global approach...

100 west officesIf you remember only one thing from visiting our website, remember that Everest Wealth Management believes you deserve better. We will give you a fact based retirement checkup that will come with the respect that you deserve, let's focus on your future together..

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