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Congratulations to Dan Reinke, Avid's newest CIMA® designee!

Avid Wealth Partners

Jan 5, 2024

Congratulations to Dan Reinke, MBA, CIMA®, CFP®, ChFC®, CRPS® for earning the designation of Certified Investment Management Analyst®!

The program taught advanced course study in technical portfolio construction and application for individual clients. We are excited that Dan will help strengthen our management and analysis of current and prospective client portfolios.

The CIMA® certification was administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

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