We are excited to announce that Mark Andraos recently passed Level III of the Chartered Financial Analyst (CFA) exam and has earned the right to become a CFA Charterholder.
The CFA charter is one of the most respected designations in finance and is widely considered to be the gold standard in the field of investment analysis. The designation is handed out by the CFA Institute, which has a stated mission of promoting and developing a high level of educational, ethical and professional standards in the investment industry.
Before becoming a charterholder, candidates are required to pass three levels of exams covering topics including equity and fixed income investments, financial analysis, ethics, portfolio management, and wealth planning.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.