In July of 2005, brothers Curtis and David Krietzberg brought their separate experiences in the financial industry together to create Krietzberg Wealth Management. Today, Krietzberg Wealth Management is a thriving investment practice providing both individual and corporate clients with thorough financial guidance. The practice offers its clients a well-rounded, team approach to comprehensive financial planning with a strong focus on investment management, corporate retirement plan management, life insurance strategies, and estate planning.
Curtis, focused on enhancing his investment expertise, earned the Chartered Financial Analyst (CFA) designation in 1999. The internationally recognized CFA designation demonstrates a balancedapproach to investments, academic discipline, and a practical experience that is unique in the investment industry. It is known as the designation of professional excellence within the global investment community. Curtis maintains a professional membership with the New York Society of Security Analysts, the largest financial analyst society within the CFA Institute, and serves on its Private Wealth Management Committee. [Continue reading…]
What is a Chartered Financial Analyst (CFA®)
The Chartered Financial Analyst (CFA®) designation has become the most respected and recognized investment credential in the world for measuring the competence and integrity of portfolio managers and investment analysts. All CFA charterholders are held to a stringent Code of Ethics and Standards of Professional Conduct.
[Please click here to read the full CFA Code of Ethics.]
David Krietzberg, a seasoned financial professional, has spent more than 35 years helping private clients, business owners and non-profit organizations manage risk and preserve their wealth. In addition, David is a member of the exclusive Business Intelligence Institute at Lincoln Financial Advisors. Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
As a testament to his experience and his commitment to competent and ethical behavior, David participated in the demanding CFP® certification process and has become a CERTIFIED FINANCIAL PLANNER™ professional. This prestigious certification separates David from other financial planners in many ways. Only those individuals who have accomplished the challenging certification and renewal requirements, including education, examination, experience and the ethical requirements of the CFP board, can refer to themselves as CFP® practitioners. [Continue reading…]
What is a CERTIFIED FINANCIAL PLANNER™ Practitioner?
CERTIFIED FINANCIAL PLANNER™ certificants are professionals who have met rigorous professional standards, demonstrated a level of financial planning technical knowledge, have experience in the field and hold to a client-centered code of ethics.
[Please click here to read the full CFP Standards of Professional Conduct.]
What is the Certified Business Exit Consultant® Designation?
The CBEC® Designation offered through Pinnacle Equity Solutions, Inc. is highly regarded exit planning designation. Out of all the senior-level, professional advisors who are in the process of seeking the designation, less than fifty percent (50%) have satisfied the stringent requirements to be granted the mark. The coursework, the examination, as well as the submission of a suitable exit plan with an actual business owner, most-often make the entire process of achieving the CBEC® mark a multi-year endeavor.