CPA, CFPÂ®, MBA, AIFÂ®
Albuquerque, NM â€” January 4, 2021 â€” REDW Wealth, a SEC-registered investment advisory firm subsidiary of REDW LLC, is proud to announce that Ross Nettles, Tax & Investment Manager, and Robert Elzholz, Senior Investment Manager have been awarded CERTIFIED FINANCIAL PLANNERâ„¢ certifications by the Certified Financial Planner Board of Standards, Inc. The CFPÂ® title signifies a financial advisor who has demonstrated competency and has made a commitment to ethics. CFPÂ® professionals must pass a rigorous examination and risk losing their certification if they do not abide by a code of ethics and standards.
CFPÂ®, CRPCÂ®, AIFÂ®, AAMSÂ®
Paul Madrid, REDW Wealth Principal and Practice Leader said: â€œweâ€™re incredibly proud of Ross and Rob for their efforts in achieving this important designation. Our business is all about the financial security of our clients and putting their best interests first, and these achievements embody that commitment. With the addition of Ross and Rob, REDW Wealth now brings to seven the total number of investment advisors who have attained the prestigious CFPÂ® certification.â€
Ross Nettles, who joined the Albuquerque office of REDW Wealth in 2016 as an experienced investment analyst, researcher and portfolio manager, has expanded his role to include tax and investment management. In addition to portfolio analysis and recommendations, he prepares and verifies investment reports and assists clients and trusts with tax planning.
In addition to earning his CFPÂ® credential, Nettles is a Certified Public Accountant and an Accredited Investment Fiduciary (AIFÂ®). He also holds a Series 65 Securities License.
Robert Elzholz has more than 15 years of experience developing and customizing financial, estate and income planning solutions for a range of clients. They include private and public companies, Native American tribes, family-owned businesses and individuals. In his role as Senior Investment Manager in REDW Wealthâ€™s Phoenix office, he is responsible for overseeing the firmâ€™s financial offerings in the Phoenix market and serving local clients.
Besides his CFPÂ® designation, he is an Accredited Investment Fiduciary (AIFÂ®), a designated Chartered Retirement Planning Counselor (CRPCÂ®), an Accredited Asset Management Specialist (AAMSÂ®), and is Series 65 licensed.