Designations and Licenses
Designations and Licenses
Investment Advisor Representative of Osaic Wealth, Inc.
CFP® - CERTIFIED FINANCIAL PLANNERTM professional
CLU® - Chartered Life Underwriter, designation
CASL® - Chartered Advisor for Senior Living, designation
CPFA® - Certified Plan Fiduciary Advisor, designation
AEP® - Accredited Estate Planner, designation