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Chartered Financial Consultant

Chartered Financial Consultant® (ChFC®) designation program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more.

Chartered Financial Consultant® (ChFC®)   is a specialist in aiding divorcees and blended families, financial planning for families with special needs, serving non-traditional families and LGBTQ clients, addressing the unique challenges associated with modern retirement income portfolios, and applying behavioral finance strategies.