At Messett Financial, we believe that trusted financial guidance starts with a strong foundation of knowledge, ethics, and experience. Our clients rely on us for clear advice and smart strategies — and that begins with holding the right qualifications and staying current in a constantly evolving financial world.
Here’s a look at the certifications and credentials that support our work, and what they mean for you.
Professional Certifications
CERTIFIED FINANCIAL PLANNER®
The CFP® designation is the gold standard in comprehensive financial planning. Earning this credential requires rigorous coursework, a comprehensive exam, ongoing continuing education, and adherence to a strict code of ethics.
What this means for you: You’re working with an advisor who is trained in all aspects of personal finance — from investments and retirement to taxes, insurance, and estate planning — and who is committed to acting in your best interest.
Series 7 and Series 66 Licenses
These licenses are issued by FINRA (Financial Industry Regulatory Authority) and allow us to offer a wide range of investment products and advisory services.
- Series 7: Enables us to buy and sell securities such as stocks, bonds, mutual funds, and options.
- Series 66: Combines elements of the Series 63 and 65 licenses, qualifying us as both securities agents and investment advisor representatives.
What this means for you: You gain access to a broad range of investment options, backed by a professional who meets regulatory and ethical standards for both brokerage and advisory roles.
State Insurance Licenses
We are licensed to offer life, disability, and long-term care insurance in several states.
What this means for you: When insurance plays a role in your financial plan, we can recommend and implement policies that are appropriate, cost-effective, and designed to protect what matters most.
Ongoing Education & Compliance
We don’t believe in “set it and forget it.” Financial markets, tax laws, and planning strategies are always changing — and so are we. We stay up to date through continuing education, industry conferences, compliance reviews, and professional study to ensure our knowledge remains sharp and our advice remains relevant.
Why This Matters
Choosing a financial advisor is about more than investment returns. It’s about trust, competence, and accountability. Our certifications are more than letters after a name — they represent a long-term commitment to professional excellence and to serving you with integrity.
Have Questions About Our Background?
We welcome your questions. Whether you’d like to verify a license, ask about our education, or learn more about how our training benefits you — we’re happy to have that conversation.
