ST. LOUIS—July 25, 2014— When it comes to financial advising, expertise and trust are vital to the advisor-client relationship. Financial advising firm Moneta Group not only values the high level of trust clients have in their advisors, but also constantly challenges themselves to take their knowledge base to the next level. This is achieved through many avenues, including the pursuit of professional designations.
Most recently, sixteen Moneta Group employees have achieved the Accredited Investment Fiduciary® (AIF®) Designation. Those who earn the AIF mark successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360’s Prudent Practices for investment advisors and stewards. Fi360’s Prudent Practices™ comprise a step-by-step investment process that ensures an investment strategy is being properly developed, implemented, and monitored according to both legal and ethical obligation. The AIF® Designation has been recognized by FINRA.
The AIF designation is just one example of Moneta Group advisors taking their expertise to the next level. Including the sixteen AIF designees, there are over 180 designations held by Moneta employees. Within these 180, there are 13 advisors with the ACCREDITED WEALTH MANAGEMENT ADVISOR? designation, 33 Certified Public Accountants, and over 50 CERTIFIED FINANCIAL PLANNER™ professionals. While these three are the most widely held designations, they only scratch the surface when it comes to the variety of expertise at Moneta. There are over 40 other designations held by Moneta advisors, including that of CHARTERED FINANCIAL ANALYST®, CERTIFIED DIVORCE FINANCIAL ANALYST®, Personal Financial Specialist, and CHARTERED RETIREMENT PLANNING COUNSELOR?.
“This constant pursuit of a higher standard of expertise really emphasizes our high level of interest and effort towards the best interests of clients,” says Moneta Chief Executive Officer Gene Diederich. “Earning the AIF® designation is yet another example of the commitment Moneta Group has for our clients to provide comprehensive financial planning.”
With this commitment to excellence, coupled with ‘Raving Fan’ service, Moneta clients can rest easy knowing that their financial lives are being handled by experts. No matter what scenario or question is presented, Moneta Group is sure to have the knowledge and expertise needed to find the best solution.
For more information about Moneta Group, visit www.monetastl.com.
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About Moneta Group
Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1869, the firm’s primary role is serving as their clients’ advocate ? while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As the Family CFO, Moneta allows their clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams. For more information on Moneta Group, visit www.monetastl.com.
