Our Awards and Credentials
Janet is a CIMA® (Certified Investment Management Analyst). This is a certification given by the Investment Management Consultants Association and involves rigorous training through programs at Wharton and the Haas School of Business. CIMA holders participate in extensive continuing education annually. Janet has held her CIMA certification for almost 20 years. In addition, Janet received her MBA at UCLA and Brad received his from Pepperdine University. Krista is a CERTIFIED FINANCIAL PLANNERTM. This is a certification given by the CFP Board after the completion of a challenging education program (Krista completed hers through UCLA), passage of the comprehensive board exam , years of experience and adherence to the highest standards of ethics. Krista has also held the CDFA® (Certified Divorce Financial Analyst) certification for over 5 years. It is a certification given by the Institute for Divorce Financial Analysts. This certification enables advisors to give advice on the financial aspects of divorce.
PSM Private Wealth has been honored with the Five-Star Wealth Advisor award for six consecutive years and was recently featured in Orange County Magazine as a 2017 Five-Star Wealth Manager. *
*To receive the 2016 Five-Star Wealth Manager award, researched and managed by Five-Star Professional, a wealth manager must meet 10 Objective eligibility and evaluation criteria associated with wealth managers who provide quality service to their clients. One thousand three hundred eighty three wealth managers in the Orange County area were considered for the award. Three hundred twelve were named Five Star Wealth Managers in 2016 which represents less than 4 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.