About Us

Who We Are

Welcome to the future of trusted advising – where life, purpose, and financial strategy meet under one unified standard of excellence.

At Certified Life Management Advisors (CLMA), we believe people deserve more than fragmented advice. They deserve one true trusted advisor – a professional trained across multiple disciplines, who understands their goals, protects their privacy, and helps them make confident decisions without sending them from one unfamiliar professional to another. Because life is more than a portfolio, meaningful advising must go far beyond money. That is why we created the CLMA designation: to train advisors who can help people win at life, not just manage their assets.

Every person must navigate relationships, health, and finances – the three pillars that shape the quality of our lives. When we are winning in these areas, we feel more capable, more confident, and more prepared to give back with our time, talent, and resources. CLMA advisors are trained to see the whole person, the whole picture, and the whole journey. They bring clarity to chaos, simplify complex choices, and serve with the heart of a coach, the insight of a strategist, and the integrity of a true professional.

Our Misson

But our mission goes even further.

For too long, advisors have worked in a system where sincere attempts to help clients can be punished with suspensions, fines, or public embarrassment – often hindering their career rather than supporting it. We are redefining that reality.

The CLMA program is built on education, encouragement, and ongoing professional development. We help advisors become better, stronger, and more capable, not more fearful. We believe the industry flourishes when advisors are supported – not intimidated – to fully address the needs of individuals and businesses.

This is the new era of professional support where advisors are empowered, clients are genuinely protected, and lives are transformed through purposeful, holistic guidance.

Welcome to the Certified Life Management Advisors movement. We are here to elevate you, and everyone you serve.

Eligibility Requirements

Candidates must have at least five different professional licenses, academic degrees, or professional certifications to qualify for our CLMA designation exam, or complete our 12-month certification program. Qualifying licenses and degrees include securities license, real estate license, mortgage license, insurance license, counseling license, or academic degrees in finance, psychology, business, health, or theology. Certifications like CFP, Life Coach, or Health & Fitness Coach also qualify. Those without five different licenses, degrees, or certifications may apply through a professional portfolio and interview for our 12-month certification program.

01.

Licenses

02.

Academic Degrees

03.

Certifications

Certification Process

Step 1

Step 2

Step 3

Step 4

Step 5

Impact Goals

To elevate life-focused, ethical, and well-rounded coaching
To shift the life management industry toward integrated life advising
To empower communities with advisors who care beyond the numbers
To set a national example of holistic, transformational certification

Consulting strategies that focus on what’s important to your needs.

Marian Chris Optime INC

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