Designations

Do you think Tiger Woods or Jack Nicklaus are still playing with the same clubs they used 30 or 40 years ago? No way. The game has changed and so has their bag.
The same can be said about our team here at Mahler Wealth Management. Our game is constantly evolving and improving too.
That’s why you’ll notice quite a few letters behind our names. They may read like hieroglyphics, but they carry a lot of significance.
They symbolize hard work, a love for constantly learning, and above all - a commitment to providing you with the best financial advice possible. Each of our designations requires hours and hours of training, studying and rigorous testing - plus ongoing education and requirements each and every year.
Our designations include:
CFP - for CERTIFIED FINANCIAL PLANNER professional…
CIMA - for Certified Investment Management Analyst…
CPWA for Certified Private Wealth Advisor…
CLTC - Certified in Long Term Care…
CEPA - Certified Exit Planning Advisor…
And AAMS - for Accredited Asset Management Specialist.
We’re not just adding letters because we think they’re cool - although they are.
We seek these designations because we see a need for them. We know you need the absolute best in financial planning, investment planning, long-term care, business management, and high net worth strategies.
Our ongoing education helps us stay up to date on what’s new in these areas and any legislative and tax changes that impact you.
If you played an entire round of golf with a putter, you’d be out there all day. So just like your caddie hands you the best club for each shot, we use our specific expertise to help guide you through any financial situation.
At Mahler Wealth Management, we help bring clarity and confidence to your finances so you can focus on living your best life.
DISCLOSURE: Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: raymondjames.co...