Professional designations
A Certified Public Accountant is a state-licensed accounting professional who has passed the Uniform CPA Exam and met strict education and experience standards.
Held by Robert Persichitte • Verify license ›
A Certified Fraud Examiner is credentialed by the ACFE to detect, investigate, and deter fraud and financial crime.
Held by Robert Persichitte • Verify credential ›
A Certified Financial Planner meets the CFP Board’s education, exam, experience, and ethics requirements to deliver comprehensive, fiduciary financial planning.
Held by Robert Persichitte • Verify credential ›
A CFA® charterholder has completed a rigorous graduate-level curriculum in investment analysis and portfolio management and is bound by a strict code of ethics and fiduciary standards.
Held by Robert Persichitte • Verify credential ›
An IRS Enrolled Agent is a federally licensed tax practitioner with unlimited rights to represent taxpayers before the IRS.
Held by David Campos • About enrolled agents ›
Affiliations
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading organization of fee-only, fiduciary financial advisors, who accept no commissions and always put clients’ interests first.
The XY Planning Network is a nationwide network of fee-only, fiduciary financial planners who specialize in serving Gen X and Gen Y clients, with no commissions or asset minimums.
The Financial Planning Association is the leading membership organization for CERTIFIED FINANCIAL PLANNER® professionals and others dedicated to the financial planning process.
The Better Business Bureau is a nonprofit that promotes marketplace trust and rates accredited businesses from A+ to F — Delagify Financial holds an A+, its highest rating.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.