Coreprocess Wealth Management

Working With A Chartered Financial Analyst® Charterholder

Navigating today's financial markets requires knowledge and experience. That's why we feel it's more important than ever to work with a professional who has earned the highly-regarded Chartered Financial Analyst® charterholder certification. Respect for the program's professional standards has made the CFA designation a mark of distinction for investment professionals around the world.

By working with you, Theodore J. Tadeusiak, a CFA® charterholder, believes you'll benefit from:

Institutional-Level Investment Credentials

CFA® charterholders offer an institutional-level of money management expertise to managing private client portfolios.

Industry-Leading Ethical Standards  

The CFA® Program's Code of Ethics and Standards of Professional Conduct QS to ensure accuracy can be substantiated.

Global Investment Knowledge

The CFA® Program's globally relevant Candidate Body of Knowledge makes the CFA® designation a mark of distinction for investment professionals worldwide.

Proven Expertise  

Gain confidence that you'll be working with a professional who has achieved one of the highest distinctions, reserved for a select group of rigorously-trained professionals.