Stuart Salyer holds the Chartered Financial Analyst (CFA
®) designation. A Financial Advisor who has earned the CFA
® designation has demonstrated skill in investment analysis, valuing assets, portfolio management, and wealth planning. A CFA
® professional must hold a bachelor’s or equivalent degree from a college or university, have 4,000 hours of qualified work experience in the investment decision-making process, and provide at least two professional reference letters. These professionals then must complete three in-person, proctored, closed-book exams.