top of page

WHY HIRE A CFA CHARTERHOLDER?

As one of the industry's highest and most difficult designations to obtain, CFA      Charterholders are held to a high standard. While many asset management firms employ CFA charterholders, far fewer financial advisors hold this distinguished qualification themselves. At East Beach Wealth Solutions, we believe this is a key differentiator in providing the independent advice and investment management in our clients' best interest. 

CFA Institute - Three Advantages of Hiring a CFA Charterholder

CFA Institute - Three Advantages of Hiring a CFA Charterholder

  • X

©2025 by East Beach Wealth Solutions, LLC

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

​

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, FL, GA, KY, MA, MD, SC.

bottom of page