Licenses & Designations:
Designations: Chartered Financial Consultant® (ChFC®). Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised exams. They must also fulfill stringent experience and ethics requirements. The credential is widely regarded as the highest standard of knowledge and trust for financial planning professionals. Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including investments and retirement, estate planning, Tax, & insurance.
Licensed to sell securities in the following states: WA, CA, OR, & FL
Licensed for Life Insurance, Long Term Care Insurance, Disability Insurance.
