Insights

Richard Eddy Earns Prestigious Certified Investment Management Analyst® Certification Pasadena, CA—February 1, 2022—Richard Eddy, CIMA®, Director of Investment Strategies at CONA Wealth in Pasadena, CA, recently obtained the Certified Investment Management Analyst® certification. Fewer than two percent of financial services professionals hold CIMA certification,1 which is delivered by Investments & Wealth Institute® (Institute) and is … Read more

Kelly Landry Earns Prestigious Chartered Financial Consultant® Certification Kansas City, MO—March 1, 2019—Kelly Landry, ChFC®, Director of Financial Planning at CONA Wealth in Kansas City, MO, recently obtained the Chartered Financial Consultant® certification. Ms. Landry specializes in financial planning and investment management for individuals/families, entrepreneurs, and business owners. The ChFC® professional is prepared with the … Read more