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

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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