Certified Retirement Financial Advisor (CRFA)

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

Summary:

Candidates must complete coursework related to retirement issues, especially disbursement of funds. After completing an exam based upon the coursework, the advisor must complete fifteen hours of continued education each year.


Issuing Organization:

Society of Certified Retirement Financial Advisors


Website:

www.crfa.us

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.