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Certified Trust null Advisor (CTFA)

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

Summary:

For advisors with estate planning and trust expertise. The advisor must have a minimum of three years experience in personal trusts and the completion of an ICB trust training program OR five years experience in personal trusts and a bachelor's degree OR ten year experience in personal trusts. Designees must also sign a professional code of ethics and pass an examination. Forty five hours of continuing education must be completed every 3 years.


Issuing Organization:

Institute of Certified Bankers (ICB)


Website:

www.aba.com/icbcertifications/about_us.htm

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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.