The firm or its professionals hold designations or memberships from organizations that play an important role in promulgating quality standards or training curricula related to financial advisory services. One of our principals also has a role in a related law firm.
Certified Financial Planner Board of Standards, Inc. is the body that awards the CERTIFIED FINANCIAL PLANNER designation. The Board’s mission is to benefit the public by upholding the CFP® designation as the recognized standard of excellence for competent and ethical personal financial planning. Cameron Barsness, Gianna Giusti and Kyle O’Connor hold the CFP® designation.
US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. Kutscher Benner Barsness & Stevens, Inc. is a US SIF member firm, and members of our team are regularly active in the organization’s programs, including education.
CFA Institute is the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations. CFA and its member societies offer a range of educational programs and services for our members, program candidates, investors, employers, institutions, and the press. Ryan Stevens has been awarded the CFA designation.
