My Degrees and Designations

Chartered Financial Consultant (ChFC®)

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

 

Chartered Life Underwriter (CLU®)

 

The CLU® designation is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

 

Master of Business Administration (MBA)

 

A MBA is a graduate degree that provides a deeper understanding of business management.

 

Certified in Long-Term Care (CLTC)

 

The CLTC designation focuses on extended care planning. It provides advisors with the necessary tools to help their clients with the planning of their finances.

 

This information provided by The American College as a public service.