CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements, including completion of education, examination, experience, and ethics standards. Use of the CFP® designation does not indicate that the CFP® professional is acting as a fiduciary in all client engagements.
Enrolled Agent (EA) is a designation awarded by the Internal Revenue Service (IRS) to individuals who have demonstrated special competence in federal tax matters. Enrolled Agents are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS for audits, collections, and appeals. The EA designation does not imply expertise in securities or investment advisory services.
Certified Public Accountant (CPA) is a designation licensed and regulated by state boards of accountancy. CPAs have met state education, examination, and experience requirements, and must comply with continuing education and ethical standards established by their state board of accountancy. The CPA designation relates primarily to accounting and tax expertise. It does not imply expertise in securities or investment advisory services.
When providing investment advisory services, Mission Hills Financial and its representatives act as fiduciaries under the Investment Advisers Act of 1940