Our credentials help us serve you

Professional designations are indicative of financial professionals who are committed to accumulating and expanding their knowledge in order to best serve the specific and complex needs of their clients. Larry Eppolito and Michael Carbone are both Certified Financial Planner™ professionals, while Michael Carbone is also a Chartered Financial Analyst®.

The Chartered Financial Analyst® (CFA®) is one of the of the world’s most respected and recognized investment credentials. The Certified Financial Planner™ (CFP®) certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.