{"id":730,"date":"2017-04-27T17:49:00","date_gmt":"2017-04-27T17:49:00","guid":{"rendered":"http:\/\/138.68.1.151\/?page_id=730"},"modified":"2018-04-30T21:17:12","modified_gmt":"2018-04-30T21:17:12","slug":"key-facts-credentials","status":"publish","type":"page","link":"https:\/\/pacificinvestmentresearch.com\/why-pacific\/key-facts-credentials\/","title":{"rendered":"Key Facts &#038; Credentials"},"content":{"rendered":"<h4>Credentials<strong>\u00a0<\/strong><\/h4>\n<ul>\n<li>Licensed Certified Financial Planners (CFP) and Charter Financial Analyst (CFA)<\/li>\n<\/ul>\n<h4>Ratings\u00a0<strong>\u00a0<\/strong><\/h4>\n<ul>\n<li>Member, Paladin Registry, <a href=\"http:\/\/www.mdpreferredservices.com\/\" target=\"_blank\" rel=\"noopener\">MD Preferred Services<\/a>\u2122 provider to medical doctors<\/li>\n<\/ul>\n<h4>Professional Associations<\/h4>\n<ul>\n<li>Member, National Association of Personal Financial Advisors (<a href=\"https:\/\/www.napfa.org\/\" target=\"_blank\" rel=\"noopener\">NAPFA<\/a>), National Association of Active Money Managers (<a href=\"http:\/\/www.naaim.org\/\" target=\"_blank\" rel=\"noopener\">NAAIM<\/a>)<\/li>\n<\/ul>\n<h4>Experience<\/h4>\n<ul>\n<li>25 years\u2019 experience, 80+ clients with over $80 million under management (as of 12\/31\/16)<\/li>\n<\/ul>\n<h4>Fiduciary<\/h4>\n<ul>\n<li>Yes\u2014we are required to always put your financial interests first<\/li>\n<\/ul>\n<h4>Fee-only<strong>\u00a0<\/strong><\/h4>\n<ul>\n<li>Yes\u2014our only method of compensation is a fee<\/li>\n<\/ul>\n<h4>Commissions<\/h4>\n<ul>\n<li>No!\u00a0 We do not accept any form of commissions. We work for you\u2026not investment product companies<\/li>\n<\/ul>\n<h4>Clients<\/h4>\n<ul>\n<li>Individuals and couples, age 55 and over.\u00a0 We don\u2019t work with corporations or institutions.<\/li>\n<\/ul>\n<h4>Minimum<\/h4>\n<ul>\n<li>$250,000 minimum asset requirement so we can properly diversify your investments<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Credentials\u00a0 Licensed Certified Financial Planners (CFP) and Charter Financial Analyst (CFA) Ratings\u00a0\u00a0 Member, Paladin Registry, MD Preferred Services\u2122 provider to medical doctors Professional Associations Member, National Association of Personal Financial Advisors (NAPFA), National Association of Active Money Managers (NAAIM) Experience 25 years\u2019 experience, 80+ clients with over $80 million under management (as of 12\/31\/16) Fiduciary Yes\u2014we are required to always put your financial interests first Fee-only\u00a0 Yes\u2014our only method of<\/p>\n","protected":false},"author":2,"featured_media":738,"parent":585,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Key Facts and Credentials l Pacific Investment Research<\/title>\n<meta name=\"description\" content=\"The Pacific Investment team has a team of CFPs (c), CPAs, and CFAs on staff. 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