Qualifications

Our staff and affiliates hold the following professional designations:

Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Life Underwriting Training Council Fellows (LUTCF)
Investment Advisory Representative
Certified Public Accountants (CPA)
Fraternal Insurance Councilor (FIC)
Master of Science in Financial Services (MSFS)
Chartered Property Casualty Underwriter (CPCU)
Associate Risk Management (ARM)
Certified Insurance Councilor (CIC)
Registered Health Underwriter (RHU)
Licensed Insurance Councilor (LIC) 
Certified Long Term Care Consultant (CLTC)
Registered Financial Consultant (RFC)
Juris Doctorate (JD)
Certified Financial Analyst (CFA)
Master in Business Administration (MBA)