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Accredited Financial Counselor (AFC)

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

Summary:

Must have two years of financial counseling experience, and take two courses (100-150 hours each) in order to obtain this designation. Must also agree to thirty hours of continued education every two years.


Issuing Organization:

Association for Financial Counseling and Planning Education (AFCPE)


Website:

www.afcpe.org

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Profile

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.