Credentials
Credentials That Go Deeper
Professional designations aren’t letters for a business card — they’re a commitment to mastery, ethics, and lifelong learning.
Our team holds some of the industry’s highest and most respected credentials, each requiring rigorous education, experience standards, and ongoing continuing education.
More importantly, they shape how we think — and how we advise.
Certified Financial Planner™
A CFP® professional has completed rigorous education, experience, and ethical requirements to provide comprehensive financial planning. This designation reflects a holistic approach to your financial life — integrating investments, retirement, tax, estate, and risk considerations around your goals, values, and priorities.
Certified Private Wealth Advisor®
The CPWA® designation is designed for advisors working with high‑net‑worth families and individuals facing complex wealth decisions. It reflects advanced training in tax strategy, legacy planning, executive compensation, and managing wealth across multiple generations and life transitions.
Certified Public Accountant
A CPA brings deep tax expertise and a clear understanding of how tax decisions impact your broader financial picture. This credential is especially valuable when planning around income, investments, business ownership, and long‑term strategies where tax efficiency matters most.
Certified Exit Planning Advisor®
The CEPA® designation focuses on helping business owners prepare for and navigate significant liquidity events. It emphasizes aligning business exit strategies with personal goals, financial readiness, and life beyond the transaction — not just the sale itself.
Wealth Management Certified Professional®
The WMCP® designation provides a strong foundation in comprehensive wealth management principles. It centers on building diversified, tax‑efficient portfolios and long‑term strategies that support a client’s goals through changing markets and life circumstances.
Why It Matters—for You
Credentials don’t replace judgment.
And awards don’t guarantee outcomes.
What they do offer is reassurance that your planning is grounded in:
- Technical rigor
- Ethical accountability
- A long‑term perspective that puts your life — not just your balance sheet — at the center
They create the foundation that allows us to listen better, plan smarter, and guide with confidence
Let’s talk about what matters most to you.
Location
210 University Boulevard
Suite 800, Denver, CO 80206
Hours
Mon-Fri: 8:00 AM - 4:00 PM
Contact
Office: 303-270-6318
Toll-Free: 888-792-4479
mcmoore@rwbaird.com