Moran Wealth Management® Announces Portfolio Manager Arian Mirfakhraee Has Earned CETF® Certification
NAPLES, Florida – January 17, 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, announces that Portfolio Manager Arian Mirfakhraee has earned the Certified ETF Advisor (CETF®) certification.
The certification is offered by The ETF Institute, the first and only independent organization to provide an accredited ETF-specific designation. By completing the CETF® certification process, Mirfakhraee joins a growing network of financial professionals with strengthened expertise in exchange-traded funds (ETFs), a dynamic and increasingly popular asset class.
The CETF® program requires candidates to complete a complex curriculum and pass a lengthy examination. Areas of focus include:
- ETF Fundamentals: Understanding the structure, liquidity, and advantages of ETFs.
- Portfolio Applications: Integrating ETFs effectively within diversified investment strategies.
- Tax Efficiency: Examining unique tax implications and benefits associated with ETFs.
- Risk Management: Analyzing risks and implementing strategic oversight.
“I am honored to achieve the CETF® certification, a milestone that reflects my commitment to expanding my knowledge and enhancing the value I provide to our clients,” said Mirfakhraee. “The program has provided me with advanced insights and specialized tools to manage evolving ETF portfolios, aiming to better support clients in achieving their financial goals.”
Mirfakhraee, who joined the Moran Wealth team in February 2023, focuses on delivering tailored portfolio strategies to meet the unique needs of the firm’s clients. His dedication to professional growth exemplifies the firm’s mission to provide exceptional wealth management services. In addition to CETF®, also holds Series 7 and 63 certifications.
“We are immensely proud of Arian’s achievement,” said Tom Moran, Chairman, CEO, and CIO of Moran Wealth Management®. “Earning the CETF® designation demonstrates his dedication to professional excellence and reflects the high standards we uphold at Moran Wealth.”
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
About Moran Wealth Management®
Moran Wealth Management, LLC, is a registered investment adviser offering personalized wealth management services. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov.