Designations and Licenses

 

Designations and Licenses


Investment Advisor Representative of SagePoint Financial, Inc.

CFP® - CERTIFIED FINANCIAL PLANNERTM professional

CLU® - Chartered Life Underwriter, designation

CASL® - Chartered Advisor for Senior Living, designation

CPFA® - Certified Plan Fiduciary Advisor, designation

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck