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.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. Kutscher Benner Barsness & Stevens, Inc. and all of the principals are members of NAPFA.
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.
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.