Certifications
Our credentials reflect our dedication to expertise, ethics, and excellence in financial advice. We believe that solid training
and recognized designations are essential to deliver thoughtful, reliable solutions. Some of our certifications include:
The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is a widely recognized mark of excellence in financial planning awarded by the Certified Financial Planner Board of Standards. CFP® professionals have completed rigorous education, examination, experience, and ethical requirements, and commit to putting their clients’ interests first as fiduciaries. This certification reflects comprehensive expertise across key areas of personal finance, including retirement planning, taxes, investments, estate planning, and risk management, enabling advisors to develop holistic and tailored financial strategies aligned with their clients’ long-term goals.
The Chartered Financial Analyst® (CFA®) designation, awarded by the CFA Institute, is one of the most respected professional credentials in investment management and financial analysis worldwide. Earning the CFA charter requires passing three rigorous exams and meeting qualifying work experience standards, demonstrating advanced knowledge in investment tools, asset valuation, portfolio management, and ethical standards. CFA charterholders are recognized for their deep analytical skills, commitment to professionalism, and ability to serve in senior roles across investment management, risk management, asset management, and related financial disciplines.
The Chartered Life Underwriter® (CLU®) designation is a respected credential focused on advanced life insurance planning and risk management. Awarded by The American College of Financial Services, the CLU® requires extensive coursework covering life insurance, estate planning, business succession planning, income taxation, and employee benefits. Professionals who earn the CLU® demonstrate in-depth knowledge of protecting individuals, families, and businesses through comprehensive insurance and wealth transfer strategies.
The Financial Paraplanner Qualified Professional™ (FPQP®) designation, also awarded by The American College of Financial Services, is designed for financial professionals who support the financial planning process. The program provides foundational knowledge in personal financial planning, including investments, insurance, retirement planning, and the financial planning process. FPQP® professionals are equipped to assist advisors in delivering organized, accurate, and client-focused financial planning services.
The Investment Adviser Certified Compliance Professional® (IACCP®) designation is a specialized credential for compliance professionals in the investment advisory industry. Offered by National Regulatory Services, a COMPLY company, the program focuses on the regulatory framework governing investment advisers, including fiduciary obligations, compliance program development, and risk management. Earning the IACCP® demonstrates a strong understanding of regulatory requirements and a commitment to maintaining high standards of compliance and investor protection.
These credentials are not just titles—they represent ongoing learning, third-party verification, and a commitment to
upholding fiduciary standards in every client relationship.
Media Mentions
We’re proud to be recognized and quoted in media outlets for our insights, our philosophy, and our service approach.
These mentions help amplify our voice and reinforce our credibility:
- Charlotte Magazine featured Hobart Wealth in “Face of Wealth Management: Hobart Wealth,” spotlighting our client-first model and regional leadership.
- Chris Hobart has contributed expert commentary in national publications including CNBC, CBS, USA Today, and The Wall Street Journal on fiduciary guidance, wealth planning, and market strategy.
- Our podcast and articles have also been highlighted, sharing Hobart’s unique perspective on modern financial planning.
