Certified Retirement Financial Advisor (CRFA)

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


Candidates must complete coursework related to retirement issues, especially disbursement of funds. After completing an exam based upon the coursework, the advisor must complete fifteen hours of continued education each year.

Issuing Organization:

Society of Certified Retirement Financial Advisors



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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