Our Certifications & Designations
Mar 19 2025 | Back to Blog List
At Cedar Point Capital Partners, we hold ourselves to the highest industry standards, so you receive the best fiduciary guidance backed by independent verification. Below, find a complete list of our team's financial certifications and designations—proof of our dedication to transparency and integrity in wealth management.
2013-2014
Trent Von Ahsen is a CERTIFIED FINANCIAL PLANNER® Professional
CFP® professionals are held to the highest ethical and educational standards. Awarded 12/21/2013.
Trent Von Ahsen is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest. Awarded 5/1/2014.
David Ernst is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest. Awarded 8/1/2014.
2018
Trent Von Ahsen is a Certified Investment Management Analyst® (CIMA®)
The premier certification for financial advisers and investment consultants, meeting international standards. Awarded 5/21/2018.
2019
Trent Von Ahsen is a Certified Private Wealth Advisor® (CPWA®)
An advanced certification for advisers providing the specialized skills required by high net-worth clients. Awarded 11/11/2019.
2020
Bridget Davis is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest. Awarded 7/1/2020.
Trent Von Ahsen is a Retirement Management Advisor® (RMA®)
An advanced certification for advisers building custom retirement income plans to mitigate risk and improve outcomes. Awarded 12/31/2020.
2023
Nicholas Timm is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest. Awarded 11/1/2023.
2024
Nicholas Timm is a Chartered Financial Consultant® (ChFC®)
An advanced designation reserved for advisers capable of providing sound financial advice. Awarded 2/1/2024.
Nicholas Timm is a CERTIFIED FINANCIAL PLANNER® Professional
CFP® professionals are held to the highest ethical and educational standards. Awarded 4/16/2024.
Trent Von Ahsen is an Accredited Investment Fiduciary Analyst® (AIFA®)
AIFA designees are certified to assess an entity’s conformity to a Global Fiduciary Standard of Excellence. Awarded 8/1/2024.
David Ernst is a Professional Plan Consultant® (PPC®)
PPC designees have a framework for managing optimized retirement plan strategies for businesses. Awarded 9/1/2024.
Aaron Epstein is an Accredited Investment Fiduciary® (AIF®)
AIF designation signals the fiduciary tools and knowledge needed to serve a client’s best interest. Awarded 12/31/2024.
The commentary on this blog reflects the personal opinions, viewpoints, and analyses of Cedar Point Capital Partners (CPCP) employees providing such comments and should not be regarded as a description of advisory services provided by CPCP or performance returns of any CPCP client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cedar Point Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.