Certified Estate Advisor (CEA)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Candidate must be a CPA, CFP or hold an insurance license, be an attorney, or deal in securities or real estate. The course for this designation is taken internet, and followed by an online certification exam.


Issuing Organization:

National Association of Financial and Estate Planning (NAFEP)


Website:

www.nafep.com

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.