Chartered Financial Consultant (ChFC)

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

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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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.

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