Coreprocess Wealth Management

Working With A Chartered Financial Analyst® (CFA®)

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

By working with you, Theodore J. Tadeusiak, a CFA® Institute charterholder, 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 set the ethical benchmark for Investment Professionals around the globe.

Global Investment Knowledge

The CFA® Program's globally relevant Candidate Body of Knowledge makes the CFA® designation the 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.