Life Underwriter Training Council Fellow (LUTCF)

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


This designation gives an advisor a better understanding of a variety of insurance products. Advisors must complete five required courses, plus one course on ethics, and then pass a final examination.

Issuing Organization:

The American College and the National Association of Insurance and Financial Advisors (NAIFA)

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Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

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Arrow UpWe 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.Arrow Down