Chartered Financial Consultant (ChFC)

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Summary:

Advisors with this credential have taken a 75-hour course, passed an exam, and taken continuing education courses. A ChFC must complete several years' worth of examinations and training, and has knowledge of estate, tax, portfolio management and financial planning concepts. Holders of this designation often come from the insurance industry. Includes all CFP coursework, as well as additional courses covering estate, retirement and financial planning.


Issuing Organization:

The American College


Website:

www.theamericancollege.com

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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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