Qualifications

-CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

-Chartered Retirement Planning Counselor ( CRPC)-The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. 

-Over 10 Years of Experience as a Financial Advisor

-FINRA Series 66 Securities License

-FINRA Series 7 Securities License

-Life/Health Insurance Licensed