Our Qualifications
"What’s important to you?"
Asset Money Management offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.
During our 17 years in business, we have provided financial guidance to over 800 investors.
All AMM advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.
To meet with a AMM advisor, contact us today.
We do not simply offer random investment advice; we help the clients accumulate, distribute and transfer assets. The trust is earned with time, long-term relationships become friendships.
Tracy Gillette is a Certified Financial Planner®* and has been in the financial services industry for over 17 years. Tracy holds a Bachelor of Science in Finance from University of South Florida, Tampa FL and a Bachelor of Science in Management from Park College, Parksville MO.
Elihu Woolfson has served clinets since 1985 he is a Certified Financial Planner®*, Enrolled Agent and Accredidted Tax Advisor®.
To earn the right to use the CFPTM marks, a CFP Practitioner must complete the following competency requirements:
Education
CFP Practitioners develop theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum, including over 100 educational institutions registered with the Certified Financial Planner Board of Standards (CFP Board).
Examination
CFP Practitioners must pass a comprehensive two-day, 10-hour CFP Certification Examination that tests their ability to apply their financial planning knowledge in an integrated format. Based on regularly updated research of what planners do, the CFP Board’s exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience
CFP Practitioners must have a minimum of three years’ experience counseling clients on financial matters prior to earning the CFP marks. As a result, CFP Practitioners possess financial counseling skills in addition to their financial planning knowledge.
Ethics
As a final step to certification, CFP Practitioners agree to abide by The CFP Board’s Practice Standards and a strict code of professional conduct, known as the CFP Board’s Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, to clients and to employers. Through the Code of Ethics, CFP Practitioners agree to act fairly and diligently when they provide you with financial planning advice and services, always putting your interests first. The Code of Ethics states that CFP Practitioners are to act with integrity, offering you professional services that are objective and based on your needs.
All CFP Practitioners are required to provide you with information about their sources of compensation and conflicts of interest in writing. In addition, CFP Practitioners must keep personal details obtained while working with you confidential.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
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