As a Chartered Financial Consultant (ChFC), focus on the comprehensive financial planning process as an organized way to analyze information on a client's total financial situation. Since its inception in 1982, more than 41,000 men and women have met the educational, experience, and ethics mandates needed to earn the ChFC designation.
The Chartered Life Underwriter (CLU) represents five percent (5%)2 of those in the financial services. Assist with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning. There are extensive educational, experience, and ethical requirements.
LPL Investment Consultant located at Unify Federal Credit Union – Originally founded in the late 1940’s, and currently the result of an amalgamation of multiple credit unions over the past 70 years, UNIFY Credit Union is a not-for-profit financial cooperative that is formed by people with a common bond. Owned and operated by the members it serves, the union pools its assets to provide loans and other financial services to its members.
University of California, Santa Barbara, CA 1991
Bachelor of Arts (BA)
American College, Bryn Mawr, PA 2001
Chartered Financial Consultant (ChFC)
American College, Bryn Mawr, PA 2005
Chartered Life Underwriter (CLU)
Disclosure:
The investment products sold through LPL Financial are not insured Unify Financial Credit Union deposits and are not NCUA insured. These products are not obligations of the Unify Financial Credit Union and are not endorsed, recommended or guaranteed by Unify Financial Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Insurance products offered through LPL Financial or its licensed affiliates. Unify Financial Credit Union and Collaborative Financial Solutions & Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.
And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to...
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their...
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.
And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to...
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