10 Designations Held Across Our Team
The CFP® certification is a recognized credential for professionals who provide comprehensive financial planning. To earn the certification, individuals must meet CFP Board requirements across four areas: education, examination, experience and ethics. Coursework encompasses areas including investment planning, tax planning, retirement planning, risk management and insurance, estate planning, and financial plan development. CFP® professionals also commit to CFP Board’s ethical standards, including acting as a fiduciary when providing financial advice to a client.
Washington Wealth Group CFP® professionals:
Chris Detmer | Aaron Brachman | Andrew Lalley | Lee Detmer
The ChFC® designation reflects advanced education in comprehensive financial planning. The curriculum addresses areas such as financial planning, insurance, income taxation, retirement planning, investments, and estate planning, with additional emphasis on applying financial planning concepts to a variety of client circumstances.
Washington Wealth Group ChFC® professionals:
Chris Detmer
The CLU® designation represents specialized education in life insurance, risk management and estate planning. The curriculum is designed to develop a deeper understanding of how insurance and related strategies can be incorporated into an individual’s or family’s broader financial plan, including considerations involving wealth transfer and legacy planning.
Washington Wealth Group CLU® professionals:
Chris Detmer
The AAMS® designation focuses on the principles of asset management and investment planning. Its curriculum includes investment strategies, asset allocation, risk and return, taxation, retirement planning, insurance, and estate planning, helping professionals consider investment decisions within the context of a client's broader financial situation.
Washington Wealth Group AAMS® professionals:
Aaron Brachman | Vas Vlcek
The AIF® designation focuses specifically on fiduciary responsibility and investment management practices. Professionals who earn the designation receive training in fiduciary standards of care and processes for evaluating, implementing, and monitoring investment strategies. The designation emphasizes applying a prudent and documented fiduciary process.
Washington Wealth Group AIF® professionals:
Aaron Brachman
The CEPA® credential, offered by the Exit Planning Institute, is designed for professionals who advise business owners on business value, exit planning, and personal and financial readiness for a transition. The program focuses on integrating business, personal, and financial goals into a comprehensive exit strategy, helping owners prepare for a future sale, succession, or other transition.
Washington Wealth Group CEPA® professional:
Andrew Lalley
20 Licenses & Qualifications Held Across Our Team
The Series 7, or General Securities Representative Qualification Examination, is administered by FINRA and assesses the knowledge needed to perform the functions of a general securities representative. It covers a broad range of securities activities and products, including stocks, bonds, mutual funds, options and other investment products. Passing the Series 7 is one component of becoming appropriately registered to conduct applicable securities business; registration and other requirements also apply.
Washington Wealth Group team members:
Chris Detmer | Aaron Brachman | Vas Vlcek | Andrew Lalley | Lee Detmer | Michelle Hodge | TJ Janus
The Series 66 is developed by the North American Securities Administrators Association (NASAA) and administered by FINRA. It is designed to qualify candidates as both securities agents and investment adviser representatives and covers areas such as economic factors, investment vehicles, client investment recommendations, securities laws, regulations and ethical practices. The Series 7 is a corequisite for registration based on the Series 66, and passing the exams alone does not grant the right to conduct business without the applicable registration.
Washington Wealth Group team members:
Chris Detmer | Aaron Brachman | Vas Vlcek | Andrew Lalley | Lee Detmer | Michelle Hodge
The Series 31 is a qualification examination administered by FINRA on behalf of the National Futures Association (NFA). It applies to certain individuals whose activities involve managed futures and tests knowledge of topics including futures markets, commodity trading advisors, commodity pool operators, regulations and related responsibilities.
Washington Wealth Group team members:
Chris Detmer | Aaron Brachman | Vas Vlcek
A Life Insurance Producer License is a state-issued license that authorizes an individual to sell and provide guidance on life insurance products in jurisdictions where they are appropriately licensed. Licensing generally requires individuals to satisfy state-specific education, examination, application, and ongoing compliance requirements.
Washington Wealth Group team members:
Chris Detmer | Aaron Brachman | Lee Detmer
A Property & Casualty Insurance License is a state-issued license that permits an individual to conduct certain insurance activities involving property and casualty coverage in jurisdictions where they are appropriately licensed. Depending on the state and scope of licensure, this can include insurance related to property, liability, automobiles, and other types of risk.
Washington Wealth Group team member:
Aaron Brachman
Our credentials are only part of the story. Meet the people who bring their experience, perspective, and commitment to every client relationship.