Resource Consulting Group Advisor Earns
Chartered Financial Analyst® Designation
(ORLANDO, FL), (August 18, 2017) – Resource Consulting Group, an independent, fee-only financial planning and investment advisory firm, is pleased to announce that associate wealth advisor Frank Garcia has earned the prestigious Chartered Financial Analyst® (CFA®) designation.
Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.
The CFA Program, which is administered by CFA Institute, the global not-for-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.
Frank is a member of the Advisory Team at Resource Consulting Group. As an associate wealth advisor, he is involved in the preparation, implementation, and monitoring of financial plans as well as the management and rebalancing of client portfolios.
Frank earned a bachelor of science degree in finance from the University of Central Florida. In addition to his CFA® designation, Frank is a Certified Financial Planner®, an Accredited Investment Fiduciary® and a member of the Financial Planning Association.
About Resource Consulting Group
Based in Central Florida, Resource Consulting Group (RCG) is a fee-only financial planning and investment advisory firm managing over $1.6B in assets. The firm operates solely in a fiduciary capacity, providing clients with a streamlined, uncomplicated plan to help them achieve their financial goals and maintain financial independence. RCG is registered with the U.S. Securities and Exchange Commission as a registered investment advisor. www.resourceconsulting.com
About CFA Institute
CFA Institute is the global association for investment professionals. It administers the CFA and CIPM curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 115,000 members, who include the world’s more than 100,000 CFA charterholders, in 138 countries and territories, as well as 138 affiliated professional societies in 60 countries and territories. More information may be found at www.cfainstitute.org.