Congratulations to Jack Barker, the BFS Advisory Group’s Financial Planning Analyst, for attaining his CIMA® certification. Known to provide advanced investment education for client-facing advisors, this certification is the most well-known technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. The CIMA curriculum is established by advisors for advisors and is updated regularly to address contemporary strategies and techniques.
When Jack joined us last year from Fidelity, he was already a CFP but was seeking an opportunity to be on a team that provides comprehensive white glove service with deep, long-term client relationships. To be successful at a boutique firm like ours where we guide high net worth clients through increasingly challenging financial decisions, it’s essential to be a lifelong learner and to be curious about how to excel at serving clients in today’s world.
At BFS Advisory Group, we are committed to mentoring advisors as we develop a firm that is an example of what wealth management should look like - built with an elite eclectic team that is leaning forward to guide clients to use their money to have the lives they want. Jack is a superb example of what that team looks like, and his passion to serve our clients is evident in his work and in his professional advancement. According to Jack, “I chose the CIMA to be able to break down the sophisticated knowledge of portfolio construction into concepts that clients can understand, so they can be confident that their portfolios match their goals. As our clients’ needs and circumstances become increasingly complex, the CIMA’s effective combination of theory and practical application get to the heart of what we do best, which is designing a financial plan and then building a portfolio to match that plan.”
We are fortunate that Jack is part of our team and grateful to have the opportunity to work alongside him, and we look forward to being a part of this continued growth.
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.