When you partner with Capitalis, you become part of our family. We care for our clients as a team, using our specialized skills, knowledge, and abilities to best serve you. We’re here to give you the confidence and freedom to enjoy life because you know a trusted, experienced professional is looking out for your financial future.
Some of our designations include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
CHARTERED FINANCIAL ANALYST (CFA®)
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
CHARTERED FINANCIAL CONSULTANT® (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
CHARTERED ADVISOR FOR SENIOR LIVING (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
CHARTERED FINANCIAL ANALYST (CFA®)
A chartered financial analyst (CFA) is a globally-recognized professional designation given by the CFA Institute, (formerly the AIMR (Association for Investment Management and Research)), that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
CHARTERED FINANCIAL CONSULTANT® (CHFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
CHARTERED LIFE UNDERWRITER® (CLU®)
The premier designation for insurance professionals was launched in 1927 and is the insurance profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
CHARTERED ADVISOR FOR SENIOR LIVING (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’ s only approved ‘senior’ designation.
RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run. Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.
Our team is here to help you spend your life living, not worrying about your finances. Our skills and abilities shine through with our professional designations. What those credentials don't say is how we care for our clients.
Jason Sterrett CFA®, CFP®, CPA
Partner and Director of Investments
Lauren E Atkinson ChFC®, RICP®, CLU®
Director of Planning and Investment Operations
