Our Professional Designations
CFP: Certified Financial Professional
CFP: Certified Financial Professional – CFP® designation indicates your financial advisor has fulfilled comprehensive educational prerequisites related to financial planning and adheres to the stringent ethical standards set by the CFP Board
CFA: Chartered Financial Analyst
CFA: Chartered Financial Analyst – A globally recognized designation, a financial advisor who obtains the CFA designation must adhere to a strict code of ethics and can provide expertise in a wide array of topics including financial research, portfolio management, investment consulting, risk analysis and risk management
CPA: Certified Public Accountant
CPA: Certified Public Accountant – A Certified Public Accountant has undergone rigorous training, education, and completed a series of exams to provide in-depth advice related to areas such as tax law, auditing procedures, management practices, and business operations
CHfC: Chartered Financial Consultant
CHfC: Chartered Financial Consultant - A Chartered Financial Consultant demonstrates expert guidance across a variety of topics including life insurance, taxation, retirement planning, investments, and estate planning
CLU: Chartered Life Underwriter
CLU: Chartered Life Underwriter – CLU designation signifies your financial advisor possesses in-depth knowledge of insurance and estate planning
CRPC: Chartered Retirement Planning Counselor
CRPC: Chartered Retirement Planning Counselor – A Chartered Retirement Planning Counselor specializes in retirement planning, advising individuals on retirement income, personal savings, income taxes, estate planning, and more
RICP: Retirement Income Certified Professional
RICP: Retirement Income Certified Professional – RICP designation means your financial advisor specializes in retirement planning including general planning, retirement income, and long-term care
NATIONALLY RECOGNIZED by Forbes
Longwise Wealth Partners is proud to be recognized by Forbes. Congratulations to Bryan Austin and Steve Shanley for being named Top Financial Securities Professionals. Bryan Austin also has the privilege of being recognized as a Best-In-State advisor.
*Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. **Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.