Our Professional Affiliations

Client Relationship Summary

Michael Dunham is a Certified Financial Planner (CFP) which is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.

Michael Dunham is a member of the Financial Planning Association and the American Society of Pension Professionals and Actuaries. Leslie Hutchinson is a member of the American Society of Pension Professionals and Actuaries.

The Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. The FPA helps connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA’s nationwide network of nearly 100 chapters encourage professional development and networking on a local level.

FPA is governed by a volunteer Board of Directors who is charged with helping the organization reach its Primary Aim while upholding the organization’s bylaws. The Association’s staff is dedicated to creating an unparalleled membership experience. FPA seeks staff who embody the organization’s Core Values.

Visit the FPA’s website at: www.fpanet.org

The American Society of Pension Actuaries and Professionals

ASPPA is the nation’s largest membership organization for retirement plan professionals. Michael Dunham and Leslie Hutchinson are credentialed members. Michael Dunham holds the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified Plan Financial Consultant (QPFC) and Chartered Retirement Planning Counselor (CRPC) credentials. Leslie Hutchison holds the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and the Qualified 401(k) Administrator (QKA) credentials.

ASPPA provides the industry’s best educational and credentialing programs, networking opportunities, your “voice in Washington,” and member communications that keep pension professionals current on issues that affect them. 
Visit ASPPA’s website at: www.asppa.org