Why are Professional Certifications important?
It shows that the individual has voluntarily submitted to a rigorous process that includes demanding education, examination, experience and ethical requirements. When selecting an investment advisor, one needs to feel confident that your choice is competent and ethical. Sam Gott holds all the following professional certifications.
Master of Science in Financial Services (MSFS)
The Master of Science in Financial Services degree explores advanced topics in areas such as asset management, taxation, pension, and charitable giving. Topics studied:
Certified Financial Plannerᵀᴹ (CFP®)
The Certified Financial Planner® designation covers the knowledge and skills necessary to objectively assess financial status, identify problem areas, and provide comprehensive, client-based financial planning. Topics studied:
Certified in Long Term Care (CLTC)
Certified in Long Term Care graduates have completed a rigorous course that focuses on the profession of long term care. Topics studied:
Certified Divorce Financial Analyst (CDFA)
By using a Certified Divorce Financial Analyst, both partners have a clearer view of their financial futures. Only then can they approach a settlement that fully addresses the financial needs and capabilities of each. Topics studied:
Accredited Asset Management Specialist (AAMS)
The Accredited Asset Management Specialist Program provides a comprehensive review of financial issues clients face, enabling an advisor to understand and address the total financial picture of each client. Topics studied:
Chartered Life Underwriter (CLU)
The Chartered Life Underwriter designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. The program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments. Topics studied:
Sam Gott, Registered Investment Advisor
4 Dominion Drive
Building 3, Suite 250
San Antonio, Texas 78257
Ph. 210-849-7772
Fax 210-881-6832
sam@sgria.com **
www.sgria.com
** We do not buy or sell securities by email; purchasing or selling of securities must be done by telephone, with verification, or in person.
Securities offered through Dominion Investor Services, Inc. Member FINRA/SIPC
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Design by Lynn-Douglas Media
4 Dominion Drive
Building 3, Suite 250
San Antonio, TX 78257
sam@sgria.com
Ph. (210) 849–7772 • Fax (210) 881-6832