Our Qualifications

David L. Downs Qualifications:

  • CERTIFIED FINANCIAL PLANNER (CFP)™ professional
  • Retirement Income Certified Professional (RICP)®a professional designation of the American College
  • Chartered Advisor for Senior Living (CASL)™, a professional designation of the American College
  • Chartered Financial Consultant (ChFC), a professional designation of the American College
  • Chartered Life Underwriter (CLU), a professional designation of the American College 
  • Retirement Planning Specialist title, awarded by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business 
  • FINRA securities registrations: Series 7, 63, 65, 24 and 53 
  • State of Texas Life and Health Insurance License         

D. Scott Fischer Qualifications:

  • CERTIFIED FINANCIAL PLANNER (CFP)™ professional
  • Retirement Planning Specialist title, awarded by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business
  • FINRA securities registrations: Series 7 and 66
  • State of Texas Life and Health Insurance License         

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.