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

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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