Our Qualifications

Our Qualifications
We adhere to the highest standards of service in this
industry, and we have the certifications to prove it.

Our Certifications


Peter Ferrante, Scott J. Marn, and Corey Sarosy have earned certifications specific to the financial services industry, and these set them apart from their peers. These certifications show the level of professionalism Mentor's advisors bring to helping secure your financial future.


What is a CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards.

Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.


What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial consultant has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.