Credentials & Designations
- Certified College Planning Specialist (CCPS)
- Accredited Financial Counselor (AFC)
- Certified Divorce Planner (CDP)
- Certified Estate Advisor (CEA)
- Certified Financial Planner (CFP)
- Certified Retirement Financial Advisor (CRFA)
- Certified Trust & Financial Advisor (CTFA)
- Chartered Financial Analyst (CFA)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
- Registered Financial Planner (RFP)
- Registered Financial Specialist (RFS) more.
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Karen Mckim-Schurga represents a holistic approach to financial
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We believe very strongly that this industry requires a team approach. Under the leadership of Stacy Bush, we have put in place a select group of team members to provide the quality of service our clie......
Waterside Financial Advisors philosophy is based on long term evaluation and education of market trends. You will not receive daily phone calls from us suggesting you buy and sell! Instead we provid......
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The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and fr......
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