At Box Financial Advisors, we believe in the old saying, “Teamwork makes that dream work.” Our teams work collaboratively in new and exciting ways, fostering creative ideas on how we can serve you in an exceptional way.

PROFESSIONAL DESIGNATIONS
Box Financial Advisors is committed to the ongoing education of our advisors. All of our financial advisors maintain certain professional designations. The designations maintained among the advisors include:

• Behavioral Financial Advisor™ (BFA™)
• Certified Financial Planner® (CFP®)
• Chartered Advisor in Philanthropy® (CAP®)
• Chartered Financial Consultant® (ChFC©)
• Chartered Life Underwriter® (CLU®)
  

You can find more detailed explanations of the standards and educational requirements for the designations HERE.