/discipline. Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager... driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice...
(Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) What’s in it... discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns...