Credentials
Member of the Financial Planning Association
CFP(R) certification
CERTIFIED FINANCIAL PLANNER(TM) certification (800-487-1497)
The CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
CLU
Chartered Life Underwriter (610-526-1450)
The CLU designation is awarded by The American College to insurance and financial services professionals who have met the College's three-year business experience requirement, passed its eight college-level education courses and agreed to abide by its code of ethics.
ChFC
Chartered Financial Consultant (610-526-1450)
The ChFC credential is a financial planning designation awarded by The American College.
Certified Financial Planner - Board of Standards, Inc.
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