Jordan Kunz Awarded CFA Charter

Jordan Kunz of Harbor Financial Group, Inc. has earned the right to use the globally respected Chartered Financial Analyst designation.
 
Sept. 16, 2011 - PRLog -- Jordan Kunz recently passed the Level III exam of the Chartered Financial Analyst program and earned the right to use the Chartered Financial Analyst designation.  
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals.

There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

As a Wealth Manager at Harbor Financial Group, Inc., Kunz is responsible for managing client portfolios, economic and investment research, and financial planning analysis.

Harbor Financial Group, Inc. is an independent wealth management firm in Boulder, CO that has provided highly personalized financial planning and results-focused investment strategies since 1988.

www.harborfinancialgroup.com

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Harbor Financial Group, Inc. is an acclaimed independent wealth management firm based in Boulder, CO. We specialize in providing comprehensive financial planning and investment management to clients in the Front Range and points beyond.
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Tags:Wealth Management, Boulder, Colorado, Financial Planning, Investment Management, Insurance, Cfa
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Page Updated Last on: Sep 19, 2011
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