What are your experts’ qualifications?

We have a team of highly qualified advisors and experts working with our members. Amongst our advisors, we have:

  • Certified Financial Planner (CFP)
  • IRS Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
  • Equity Compensation Associate (ECA)
  • Chartered Financial Analyst (CFA)
  • Chartered Retirement Plans Specialist (CRPS)
  • Masters in Business Administration (MBA)

Our team brings a wealth of experience - pun intended - from their previous employers, having spent time working at JP Morgan, TIAA, Vanguard, UBS, Wells Fargo, Credit Suisse, Goldman Sachs - amongst others. We hire only the most qualified, and aim to represent a diverse set of expertise to best serve our Members.

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