Licenses are a requirement, education and designations are not…
Our founder and president has three of the most distinguished designations in the industry.
CIMA® (Certified Investment Management Analyst®) certified professionals apply investment theory and integrate a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions.
The RICP® (Retirement Income Certified Professional®) designation teaches professionals techniques and best practices used to create sustainable streams of retirement income.
Where should I put my money?
There is no one “best place” to put your retirement money because each person has their own unique needs. In order to make sure your money is in the appropriate place for you, your individual circumstances must be taken in to consideration. This is where we can be of service.
A firm with local resources that takes a global approach…
If you remember only one thing from visiting our website, remember that Everest Wealth Management believes you deserve better. We will give you a fact based retirement checkup that will come with the respect that you deserve, let’s focus on your future together.