In recent history, however, there has been a proliferation of acronyms. The financial-services world now boasts nearly 90 designations, titles, degrees, affiliations, certifications and accreditations. The long list of acronyms has created a challenge when seeking a qualified financial planner, financial advisor or financial services firm.

At Longs Peak Financial we believe the planner’s education, experience and philosophies should be taken into serious consideration. Our goal is to maintain excellence in financial education in order to provide you our clients outstanding stewardship of your financial investments and services* for which you rely on us.

For and extensive list of designations, a description of the designations and requirements, please go to FINRA (Financial Industry Regulatory Authority).

Discover why our professional associations are important for the support of finance & money management services to our clients.