CLA Wealth Advisors’ Davis Earns Prestigious CFA Designation
Peoria, Illinois — December 1, 2014 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) a wholly owned company of CliftonLarsonAllen LLP, is pleased to announce that Scott Davis earned the well respected and recognized Chartered Financial Analyst® (CFA) designation.
Davis has over eight years of experience in financial planning and advising. During his time in the industry, he has been mentored by multiple senior financial planners and investment advisors and has become the primary financial plan writer for the wealth advisory team in the Midwest. Davis has a BS in finance degree from Illinois State University, is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds various licenses, including Series 7 and 66, Life, Accident & Health, Variable Contracts, and Long Term Care Insurance.
"Scott's commitment to earning the CFA designation shows his dedication to the profession and speaks to his expertise as a wealth advisor ... This designation further strengthens his role as the primary financial planner for our Midwest team." Jeff Bonick,
Recipients of the CFA have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
"Completing the rigorous three-year study and exam requirements of the CFA program has reinforced my understanding of the science of investing and the art of managing client resources to help clients reach their goals and aspirations." Scott Davis,
CLA Wealth Advisors
The CFA Program, which is administered by CFA Institute, the global nonprofit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers private wealth advisory services, including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $3.9 billion in total client assets. According to Accounting Today’s 2014 “Wealth Magnets” report, CLA Wealth Advisors is ranked fourth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.