Sentences with phrase «chartered financial consultant»
He holds the designations of chartered life underwriter and chartered financial consultant.
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Look for professionals with designations like certified financial planner, chartered financial analyst or chartered financial consultant.
Consumers can make contributions to a traditional or Roth IRA through April 18, and still count that contribution toward the previous tax year, says chartered financial consultant David Richmond, founder of Richmond Brothers in Jackson, Michigan.
A certified financial planner, certified fund specialist and chartered financial consultant with more than 30 years» experience, Carson authored «Tested in the Trenches» and co-authored The New York Times best - seller «Avalanche: The 9 Principles for Uncovering True Wealth.»
Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.
Not exact matches
Jessica Thomas, who is aiding Royal Oak Charter Township's financial recovery, has been recognized as one of Oakland County's «40 Under 40» LANSING, Mich. — Jessica Thomas, a local government turnaround expert who is currently Consent Agreement Consultant for Royal Oak Charter Township, has joined the School Finance Research Collaborative Advisory Committee.
He is a Certified College Planning Specialist (CCPS), a Registered Financial Consultant (RFC ®) and a charter member of the National College Advocacy Group (NCAG).