Professional Designations

Why Professional Designations Matter.

Professional Designations can help enhance comprehensive understanding and experience in specific areas of the financial industry.

We believe they demonstrate our dedication and concern for clients and their financial well-being. The extra commitment, devotion, and discipline is evidenced by our existing education as well as the required continual education needed to maintain these prestigious titles.  

We are committed to life-long learning beyond our industry requirements. We are proud of our accomplishments & skills.  After you read the details of each one, I’m sure you’ll understand why.

Certified Private Wealth Advisor®

Brian Casebeer is a CPWA®. Certified Private Wealth Advisor® is an advanced education and certification program for financial advisors serving high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million, and incomes over $250,000. The CPWA program takes a holistic and multidisciplinary approach encompassing advanced wealth-management topics, behavioral finance, charitable planning, estate planning strategies, planning for closely held businesses, planning for executives, investment management, retirement planning, risk management, and tax planning strategies.

Retirement Income Certified Professional®

Amy R. McCollum is a RICP®. The Retirement Income Certified Professional® designation means the advisor has a specialized education in retirement income and is committed to professional and ethical best practices. A Retirement Income Certified Professional helps clients develop a retirement income plan that will meet their needs and coaches them through all the complexities of making their resources last.

Certified Investment Management Analyst®

Brian Casebeer is a CIMA®. Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for wealth management professionals and investment consultants. The certification program requires comprehensive learning and the application of sophisticated technical investment knowledge necessary to meet the real-world needs of individual and institutional investors. We believe CIMA® certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.

Accredited Asset Management Specialist®

Brian Casebeer is an AAMS®. The Accredited Asset Management Specialist® means the advisor utilizes a variety of investment disciplines. These include asset allocation, investment selection, insurance, investment tax considerations, and ethical considerations. The AAMS® designation focuses on a long-term approach.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, Casebeer McCollum Wealth Management will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.