The Right Question
How can financial advisers truly add value for their clients?
Top CFA CHARTERHOLDERS take a deep dive into the shifting market landscape.
COMMITMENT TO CLIENTS
“Regardless of what our investment approach is, CHARTERHOLDERS want to put their clients first.”
WHAT IT TAKES
“Earning the CFA charter requires a lot of dedication, a lot of grit, a lot of moxie.”
performance matters. relationships matter, too.
Today, financial advisers are measured by more than portfolio outcomes. Clients expect a holistic approach that marries deep market knowledge with a human touch.
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THE CFA CHARTERHOLDER DIFFERENCE
“You can take my CFP, you can take my MBA—but you can never take away my CFA charter.”
LOREM IPSUM
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LOREM IPSUM
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LOREM IPSUM
Leah Bennett, CFA
President, Westwood Wealth Management
Jennifer Garbowicz, CFA
Principal, Sabal Trust
Steve Curley, CFA
Chief Investment Officer & Principal, WaterOak Advisors
Jennifer Garbowicz, CFA
Principal, Sabal Trust
The Right Question
©2019 CFA Institute All rights reserved.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.a
The Right Question
Wall Street Journal Custom Content is a unit of The Wall Street Journal advertising department.
The Wall Street Journal news organization was not involved in the creation of this content.
©2019 CFA Institute All rights reserved.
CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.
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WSJ Custom Content is a unit of The Wall Street Journal advertising department.
The Wall Street Journal news organization was not involved in the creation of this content.