AAFM Board Certified Financial Analyst Designate and Financial Planner Association Providing Charter Certification & Wealth Management Training

Board Certified Financial Analyst Financial Planner
Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training Board Certified Financial Analyst and Financial Planner Association Providing Charter Certification & Certified Finanical Training planner certified financial planner certified financial planner planner certified financial planner  
 

DESIGNATIONS FINANCIAL ANALYST & PLANNER

ACCREDITED EDUCATION

AAFM ™ ETHICS

 

 

 

 

Prof. George S. Mentz, JD, MBA, CAM ™, CWM ™

  • The first person in the United States to achieve "Quad Designation" Status as a JD, MBA, licensed financial planner, and Certified Financial Consultant.
  • General Counsel and Attorney of AAFM US Academic Operations Worldwide - Board of Standards Member
  • The first person in the US to achieve board approval of triple board certification and charter as a "Certified Trainer" in asset management, wealth management, and estate planning from the AAFM Worldwide.
  • Editor and Chief for the Original Tax and Estate Planning Law Review at Loyola University (A Loyola Chartered Organization)
  • Faculty privileges at the Diamond LLM Law School Program for Graduate Taxation
  • Executive Board for the Royal Society of Fellows
  • Past Senior Financial Planner for an International Wall Street Firm where he trained hundreds of brokers and officers on Wealth Management.
  • Licensed Attorney and Counselor of Law
  • Faculty appointments in Denver, Miami, Chicago, Silicon Valley, and New Orleans
  • Recently quoted in the Wall Street Journal US, Financial Times Asia, and El Norte Mexico.
  • Qualified as Expert Witness for NASD Arbitration/Mediation

Course Leaders: Prof. George S. Mentz, JD, MBA, CWM, CAM and other qualified PhDs, AAFM Certified Trainers or Professors- To read more about the course leader, click here.

 

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