Qualifications & Certifications

At Moshides Financial Group we hold the education of the firm's advisors to a very high standard.  Our financial professionals have committed to being on the cutting edge of planning solutions through continuing education, training and professional development.  This committment is demonstrated by the credentials they have earned through many of the major educational organizations within the financial services industry, The American College and The Certified Financial Planning Board of Standards, Inc.

Click below to read a description of each of the professional designations.   

Our Financial Professionals Credentials