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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

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

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