CONFLUENCE - Key Persons
Our founder, Brett Cicinelli, has obtained the CDFA® designation. A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client's financial future. A CDFA® can take on many roles in the divorce process, including: financial expertise and strategy, data collection and analysis, and expert presenter and litigation support.
Our founder, Brett Cicinelli, is an avid fly fisherman and water has always had a special meaning to him. The word confluence has two meanings: 1) two rivers coming together; or 2) an act or process of merging. We seek to build a long-term partnership with clients in this mold.
Our founder, Brett Cicinelli, has obtained the CFA designation. According to investopedia.com, the CFA designation is regarded by most to be "the key certification for investment professionals," especially in the areas of research and portfolio management. The designation requires passing three "rigorous," six-hour exams over several years, and forty-eight months of "acceptable professional work experience."
Our founder, Brett Cicinelli, has obtained the CFP® designation. The four "Es" to qualify for the designation include: education, examination, experience, and ethics. The examination covers such areas as financial planning, taxes, insurance, estate planning and retirement. Regarding financial advisor designations, The Wall Street Journal's Jason Zweig notes: "Among the best are CFA® (Chartered Financial Analyst®), CPA® (Certified Public Accountant®) and CFP®, which all require rigorous study, continuing education and adherence to high ethical standards. Many other financial certifications are marketing tools masquerading as fancy diplomas on an adviser's wall."