Our Licensing and Education

Education is of the utmost importance at Pyxis Advisors. We spend copious amounts of time and energy learning new strategies to best serve our clients.

We also engage in annual continuing education to ensure our clients are receiving the type of advice and care we would expect ourselves.

Here are our designations and what they mean:

MSFS- Master of Science in Financial Services

The Master of Science in Financial Services (MSFS) is an accredited degree program. MSFS allows us to analyze, plan and implement integrated financial and life strategies. We work effectively with high-net-worth clients and how to better integrate ethical considerations into the financial planning process. We're experts in the wealth accumulation and distribution process. We also help business owners develop compensation, succession planning and retirement strategies as well as guide individuals in the areas of tax minimization, retirement and estate planning.

CFP®- CERTIFIED FINANCIAL PLANNER™

Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexitites of the changing financial climate and will make recommendations in your best interest.

CAP®- Chartered Advisor in Philanthropy®

The Chartered Advisor in Philanthropy® (CAP®) provides us with the knowledge and tools we need to help clients articulate and advance their highest aspirations for self, family and society. CAP® holders become members of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.

AEP®- Accredited Estate Planner®

The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of educatin, experience, knowledge, professional reputation, and character.

CLU®- Chartered Life Underwriter®

The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping us gain a significate advantage to help our clients.

ChFC®- Chartered Financial Consultant®

The Chartered Financial Consultant® (ChFC®) program prepares us to meet the advanced financial planning needs of individuals, professionals and small business owners.

CASL®- Chartered Advisor for Senior Living®

The CASL® designation delivers the rigor and specialized knowledge we need to be truly effective in retirement and senior planning, specifically Long Term Care planning.