What is a Fiduciary Responsibility?
A fiduciary responsibility is a legal duty that requires Golden Reed Wealth Management and its advisors, John and Garrison, to always put the best interests of our clients first, no exceptions. We help you make decisions for your family or business with your best interests in mind.
Both John and Garrison hold Series 65 Licenses which impose a fiduciary responsibility towards their clients.
What is a CFA Designation?
Garrison is a CFA® charterholder, and has both a Bachelor’s and Master’s degree in Finance from the University of Florida.
You may be asking, what is a CFA credential? The Chartered Financial Analyst credential is one of the most respected and recognized investment designations in the world, as it demonstrates advanced competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. In addition to the standard contents of the program, Garrison also completed 3 Practical Skills Modules that help connect curriculum to real-world scenarios, focused on Analyst Skills, Financial Modeling, and Practical Macroeconomics. To learn more about the CFA designation, visit CFA Institute | Empowering Investment Professionals.
What is a CEPA?
John is a Certified Exit Planning Advisor, and has an MBA from Keiser University.
You may be asking, what is a CEPA credential? The Certified Exit Planning Advisor designation is the premier qualification for advisors who work with privately held business owners on value growth, succession, and exit strategy. A CEPA equips advisors to help owners build transferable enterprise value, prepare both the business and the owner for an eventual transition, and navigate the complex financial, operational, and emotional components of exiting a company. The value acceleration methodology is John's tool to build personal financial readiness, business attractiveness, exit options, and create post transition planning.
