Certified Estate Advisor (CEA)

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


Candidate must be a CPA, CFP or hold an insurance license, be an attorney, or deal in securities or real estate. The course for this designation is taken internet, and followed by an online certification exam.

Issuing Organization:

National Association of Financial and Estate Planning (NAFEP)



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Results from people who have used the "Match Me" form above

Customer profile


Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:


Arrow UpI am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.Arrow Down