Certified Financial Planner™ professional
This certification is a financial planning credential awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
Accredited Investment Fiduciary™
Focuses on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. AIF and AIFA designees undergo an initial training program, annual continuing education, and pledge to abide by the designation's code of ethics.
State Insurance Licensed
Licensed to sell life, variable life, disability, and long-term care insurance
Series 6, 7, 24, 63, 65, 66
Licensed to sell all forms of securities including variable insurance and real estate securities