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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

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Profile

Gary is in his early 50s, married, corporate hardware and software manager in Minneapolis, MN. He enjoys personal investing and model airplanes / trains.

Portfolio Size:

$800K

Want to evaluate other investment strategies and compensation methods...
...Thankyou WiserAdvisor. We were getting tired of the fees that we were being charged. We don't want to get "nickel & dimed" to death with transaction and management fees

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