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Boca Raton Office

1001 W. Yamato Rd
Suite 306
Boca Raton, FL 33431

Credentials

CFP® 

The Certified Financial Planner® (CFP®) professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can claim the title of a CFP® professional. You should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

CLU®

Chartered Life Underwriter (CLU®) are among the profession’s oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With a particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

ChFC®

Advanced planning for every person, every need. That’s the promise of a Chartered Financial Consultant® (ChFC®). You can have the comfort of knowing that a ChFC® has undergone special training to help meet the ever-changing needs of individuals, professionals and business owners. The eight courses required to obtain this title focus on all aspects of financial planning, with a focus on practical applications of those principles based on real-life case studies.

AEP®

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. A candidate of this distinction must have a minimum of 5 years’ experience in estate planning and complete master’s level educational courses before being eligible to tale the licensing exam.