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Search for a Certified Investment Management Analyst, Certified Private Wealth Advisor, or Retirement Management Advisor certificant.

As an investor, what should you look for when choosing an advisor? Watch Jeffrey Lieberman, CIMA®, CPWA®, CFP®, to learn what investors should look for when choosing an advisor to meet their needs.

Search InvestmentHelp.org to find an advisor with an industry-leading certification:
Certified Investment Management Analyst® (CIMA®),
Certified Private Wealth Advisor® (CPWA®),
Retirement Management Advisor® (RMA®)

Additional information surrounding public disciplinary actions reported on any individual(s) listed on this page may be requested in writing by clicking here. To verify an individual’s current certification status or check a currently certified individual’s  public history of discipline by the Institute, search our CIMA/CIMCCPWA, or RMA directories.