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634 W Main Street, Suite 302
Madison, WI 53703
USA

608-223-9211

An independent, fee only wealth management firm providing comprehensive financial planning services. We hold no client assets and we do not sell any products.

designations

Mendota Financial Group is an independent, fee-only firm that receives no sales commissions for allocating client's assets into specific investments.

Professional Designations

 

CFA – Chartered Financial Analyst
cfainstitute.org

The CFA credential is recognized as a global symbol of integrity and excellence throughout the investment industry. The CFA Charter is awarded to investment professionals who demonstrate professional, educational and ethical excellence.

Core elements of the CFA curriculum include investment tools (e.g. economics, financial statement analysis, quantitative analysis), asset valuation, ethical and professional standards and portfolio management. The exam has a pass rate of only about 50 percent at each level, on average — meaning that only about one out of five candidates who enter the program ultimately complete it successfully and earn the CFA charter. Each exam requires a recommended 250 hours of intensive study and preparation.

 

CFP® – Certified Financial Planner
cfp.net

CFP® certificant, Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. (CFP® Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting tot he rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. A CFP® certificate must obtain 30 hours of continuing education every two years in the body of knowledge pertaining to financial planning areas such as estate planning, retirement planning, investment management, tax planning, employee benefits and insurance.

 

ChFC® – Chartered Financial Consultant
theamericancollege.edu/advance.chfc

Since 1982, the Chartered Financial Consultant has remained the most extensive education available for professionals seeking a designation in financial planning. More than 41,000 individuals have attained this distinction, enabling them to effectively apply a comprehensive financial planning process to their clients' needs. The ChFC® program includes all of the courses in the CFP® Certification Curriculum, and builds on that knowledge with advanced coverage of estate, retirement and financial planning applications.