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Our Expertise

Raising the Standard of Financial Guidance

At Spahn Financial, expertise is not an aspiration—it’s a standard. Our team holds some of the most respected designations in the financial industry, including CFP®, CFA, JD, and more. These credentials reflect a deep commitment to technical excellence, ethical responsibility, and lifelong learning. In a world where financial lives are increasingly complex, we believe our clients deserve nothing less than the highest level of training and insight. These designations are more than letters after our names—they’re the foundation of the thoughtful, sophisticated guidance we provide every day.

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CFP® - Certified Financial Planner

What it is:

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Why it's important:

The CFP® designation is widely considered the standard of excellence for financial planners. CFP® professionals have undergone more than 250 hours of extensive training and 6,000 hours of experience. The CFP® designation is one of the toughest to earn in this industry.

CFP

CFA® - Chartered Financial Analyst

What it is:

Requiring a minimum of 300 hours of study, this globally-recognized professional designation measures and certifies the competence and integrity of financial analysts in accounting, economics, ethics, money management, and security analysis.

Why it's important:

Due to the rigorous nature of this process, these professionals are extremely well respected and equipped to provide investment guidance and portfolio management.

CFA

JD - Juris Doctor

What it is:

A Juris Doctor degree is the highest law degree in the United States and represents professional recognition that the holder has a doctoral degree in law.

Why it's important:

This education provides advisors with an intimate knowledge of the legal system as it relates to finances and the ability to look for patterns within large amounts of information.

*Spahn Financial does not provide legal advice

Juris Doctor

CPWA® - Certified Private Wealth Advisor

What it is:

This is an advanced credential created specifically for wealth managers who work with high-net-worth individuals. The education received focuses on the life cycle of wealth: accumulation, preservation, and distribution.

Why it's important:

Our unique clients deserve unique solutions. Our team has been trained on specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

cpwa

ChFC® - Chartered Financial Consultant

What it is:

A ChFC indicates successful completion of nine financial courses and practical experience. Topics covered include estate planning and employee benefits planning.

Why it's important:

A Chartered Financial Consultant has not only completed educational courses, but also possesses practical experience in key topics such as estate planning, employee benefits planning, asset protection planning, income tax planning, and more. This allows them to give reliable financial advice from a holistic approach.

ChFC

CLU® - Chartered Life Underwriter

What it is:

The CLU designation indicates specialization and in-depth knowledge in life insurance and estate planning.

Why it's important:

Our clients face a diverse range of risks and financial situations. The CLU designation provides modern expertise in practical, legal, and ethical aspects of life insurance and estate planning to tackle each unique situation.

CLU
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Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. OnePoint BFG Wealth Partners does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

OnePoint BFG does not offer legal or tax advice. This document has been provided for informational purposes only and is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.

Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Third party websites linked are not under the control of OnePoint BFG Wealth Partners and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

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