Your Centuria Financial team holds the following designations:
Wealth Management Certified Professional® (WMCP®): Empowers financial professionals with a goal-based planning framework to build tax-efficient portfolios that meet a range of client needs — whether they are saving for college tuition, planning for retirement, or passing wealth on to others through estate or legacy planning strategies. Other skills and expertise are goal
Retirement Income Certified Professional® (RICP®): Empowers financial professionals with the knowledge they need to become experts in today’s fast-growing retirement planning market, as well as the skills to build sustainable, holistic retirement plans, delivering unbeatable value for clients and becoming a sought-after counselor with valuable and valued expertise. Other skills include estate planning techniques, portfolio assessment, personal finance best practices, health expense budget creation, home equity strategies, and more.
Certified Financial Planner® (CFP®): Empowers financial professionals to take a holistic, personalized approach to bring all the pieces of a client’s financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act in a fiduciary manner when providing financial advice to a client. This means they have agreed to put the client’s best interests first. CFP® professionals are rigorously trained in seventy-two areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification.
Chartered Financial Consultant® (ChFC®): Empowers financial professionals to take an advanced financial planning approach for every person and every need with knowledge on tax and retirement strategies to special needs advising, wealth management, insurance, and more.
Chartered Life Underwriter® (CLU®): Empowers financial professionals to develop and implement strategies designed to protect clients, their families and their businesses with their extensive knowledge of life insurance. They have in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, the necessary knowledge to help clients address their estate planning needs and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals.