Some of the credentials held by our team:
1
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
This credential is the highest designation in personal financial planning. It requires completing extensive coursework, a specific experience requirement, and passing of a rigorous exam, as well as the agreement to abide by a code of ethics. (Held by Alan Meckler.)
2
Chartered Financial Consultant® (ChFC®).
This designation represents the completion of a comprehensive educational course, examinations, and practical experience related to personal financial planning and investment management. (Held by Jan Sedlacek and Alan Meckler.)
3
Chartered Life Underwriter RHU® (CLU®).
This professional designation is for individuals who specialize in life insurance and estate planning. To earn this designation, individuals must pass a series of courses and exams. (Held by Jan Sedlacek and Alan Meckler.)
4
Registered Health Underwriter™ (RHU®).
This professional designation is for individuals who have passed a series of courses and exams on the topic of group insurance benefits and health insurance. This designation also emphasizes major benefit protection laws including ERISA, COBRA and HIPAA. (Held by Mary Meckler.)