CFA Information

The CFA ® (Chartered Financial Analyst) Charter is a rigorous professional accreditation program focused on investment management and research. Candidates for the CFA Charter must pass a series of three comprehensive exams and have a minimum of four years of related financial experience. CFA Charter Holders around the world are employed by major financial institutions and must adhere to rigorous ethical standards and rules for professional conduct.

Find out more about the CFA Charter at:

https://www.cfainstitute.org/Pages/index.aspx

Peter Gaylord, CFA is a member of the San Francisco Chapter of the CFA Society, one of the world’s largest local CFA Chapters with about 3,250 Members.

Find out more at:

http://cfa-sf.org/

Peter Gaylord, CFA
Gaylord Wealth Management, LLC
535 Mission Street
14th Floor
San Francisco, CA 94105

+1 (415) 971-7529
pgaylord AT gaylordwealth.com
gaylordwealth.com

Investment Management – Financial Planning – Portfolio Construction & Management