Our designations

The Kroneberger Group has experienced individuals to help and guide you through the most complex planning needs.

Brian Kroneberger, Christine Buckley, Taylor Marino, and Brian Koch

CERTIFIED FINANCIAL PLANNER® (CFP®)

When choosing a wealth management team to help you meet your financial goals, there can be significant benefits to collaborating with a team that has a CERTIFIED FINANCIAL PLANNER® professional. This well-regarded certification is awarded by the CFP® Board to individuals who have met rigorous educational, testing, and ethical standards. You can expect an advisor with the CFP® certification to:

• Be well-versed in developing integrated wealth management plans
• Have a robust theoretical and practical knowledge of investment products and services
• Maintain an unwavering commitment to the highest ethics
• Display a steadfast commitment to putting your interests first

Christine Buckley

Certified Private Wealth Advisor® (CPWA®)

This well-regarded designation is awarded by the Investments and Wealth Institute® to professionals that have successfully completed the experience, education, examination, and ethics requirements of the certification program.

The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation and protection, and distribution. These professionals learn to identify and analyze challenges facing high-net-worth clients and understand how to develop specific strategies to help, monetize and protect assets, maximize growth, and transfer wealth.

Accredited Estate Planner® (AEP®)

The Accredited Estate Planner (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP designation is available to actively practicing attorneys, accountants, insurance professionals and financial planners, philanthropic advisors, and trust officers who hold one of more of the following credentials in active status and good standing: JD, CPA, CLU, ChFC, CFP, CFA, CPWA, CAP, CSPG, CTFA, MSFS, or MST.

It is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet stringent requirements of experience knowledge, education, professional reputation, and character. An AEP designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

Brian Koch

Chartered Financial Analyst® (CFA)

Obtaining the Chartered Financial Analyst® (CFA) designation demonstrates competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more. The CFA Program is a self-study program, considered one of the most rigorous credentialing programs in the investment industry. To become a charterholder, candidates must pass three different CFA Program examinations with each exam being six hours long. The tests are famously rigorous and completed over multiple years. There are a multitude of benefits of working with a CFA charterholder including the peace of mind of collaborating with an advisor who is extremely dedicated to the continuous learning of efficient investment management.