As a Chartered Financial Consultant (ChFC), focus on the comprehensive financial planning process as an organized way to analyze information on a client's total financial situation. Since its inception in 1982, more than 41,000 men and women have met the educational, experience, and ethics mandates needed to earn the ChFC designation.
The Chartered Life Underwriter (CLU) represents five percent (5%)2 of those in the financial services. Assist with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. There are extensive educational, experience, and ethical requirements.
University of California, Santa Barbara, CA 1991
Bachelor of Arts (BA)
American College, Bryn Mawr, PA 2001
Chartered Financial Consultant (ChFC)
American College, Bryn Mawr, PA 2005
Chartered Life Underwriter (CLU)
Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.
While retirement may seem like a lifetime away, it will arrive sooner than you think. If your current employer offers a 401(k) or 403(b) plan, you should take advantage of it,...
Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.
While retirement may seem like a lifetime away, it will arrive sooner than you think. If your current employer offers a 401(k) or 403(b) plan, you should take advantage of it,...
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to start with some deep introspection about what having wealth really means.
When the idea of wealth turns into the...
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