CONNECT

Address:

674 Via de la Valle, Suite 116
Solana Beach, CA 92075

Phone:

(858) 457-0606

Certified Investment Management Analyst®

Why CIMA® Certification?

There are hundreds of credentials in the financial services marketplace-with varying degrees of credibility- creating an alphabet soup of convoluted acronyms and information overload.  Today's investors expect a level of knowledge, expertise, and care from their advisor or consultant that is above and beyond what's minimally required.

CIMA® professionals are elite advisors who apply advanced investment theory and integrate a complex body of investment knowledge to assist clients in making prudent investment decisions.  They provide objective and transparent investment advice to the investors they serve.

The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant and the only financial services credential in the U.S. to have met an international standard for personnel certification (ISO 17024) and earned accreditation by American National Standards Institute.

 The Certified Investment Management Analyst® (CIMA®) certification, offered by Investment Management Consultants Associations® (CIMA®), certifies advisors who have successfully met voluntary initial and ongoing standards to provide objective investment advice and guidance to individuals and institutions.

To learn more click here

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals