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

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.