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.
2014 Advisor of the Year Finalist
Earlier this year, Everest President Philip Rousseaux was named one of Retirement Advisor’s 2014 Advisor of the Year Finalists. Judged on production, community involvement, an ability to connect with clients, a passion for working with seniors, and an exemplary compliance and suitability record, Phil was one of only five finalists selected from across the country.
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.