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Tedrick achieves advanced financial designation

BONSALL — K. Brad Tedrick, CFP, CIMA, CPWASM, president at WealthBridge Advisors in Bonsall, recently obtained the Certified Investment Management Analyst (CIMA) designation.

The CIMA designation, delivered by Investment Management Consultants Association (IMCA), is an advanced designation designed for investment consultants.

Tedrick specializes in coordinated wealth planning, financial and investment planning. He offers securities and investment advisory services through NFP Securities, Inc., a broker/dealer and registered investment advisor.

The CIMA marks identify those individuals who have met the experience and ethical requirements, have successfully completed investment management coursework at the Haas School of Business, University of California, Berkeley, and have passed a rigorous examination covering the following areas: investment policy, asset allocation, risk management, tax efficiency, alternative investments, international financial markets, measuring return on a portfolio and due diligence.

Tedrick can be reached at WealthBridge Advisors by calling (760) 758-3702.


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