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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

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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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