Our Team
Helping You Pursue Financial Confidence
Like you, we’ve had to earn our standing within our profession. Every member of our team has cultivated a set of professional skills in which we all take great pride. Our members hold various certifications and designations which enable us to offer you comprehensive and highly curated financial advice.
Surgeons® Capital Management members hold one, or more of the following certifications and/or designations:
- Certified Financial Planner®
- Chartered Life Underwriter® (CLU)
- Chartered Financial Consultant® (ChFC)
- Masters of Business Administration (MBA)
- Accredited Investment Fiduciary (AIF)
- Juris Doctor (JD)
- Certified Exit Planning Advisor (CEPA)
- Master of Law (LL.M.)
- Certified Plan Fiduciary Advisor (CPFA®)
- Life and Annuities Certified Professional® (LACP)
- Certified Retirement Education Specialist® (CRES)
- Registered Health Underwriter (RHU)
- Nonqualified Plan Consultant (NQPC™)
- Chartered Retirement Planning Counselor (CRPC®)
Get to know the Surgeons® Capital Management team.
Meet with us at your next professional conference.
