When I started Pacific Landfall, I didn’t want to be just another one of the 300,000+ financial planners in the United States. I set my sights much higher than this.
I wanted to do more than simply help individuals make smart investments, I wanted to be able to make a difference in the lives of my clients.
That’s exactly why I began studying to become a Chartered Retirement Planning Counselor℠ professional, and have now received my official certification.
How a Chartered Retirement Planning Counselor℠ Certification Sets Pacific Landfall Apart
Many financial advisors are just that – financial advisors. While that can be more than enough for some people, there are specific clients that want to know their advisors are further qualified. Financial advisors have the ability to specialize in specific facets of financial planning instead of just possessing the general knowledge of finance.
Advisors who make the commitment to improve their professional growth through earning a professional designation convey to people the level of expertise that is required to practice in the financial services industry. Unfortunately, many advisors choose not to pursue and achieve these professional designations.
That’s where the CRPC® designation comes in. As of early April, I became a CRPC® designee, which is truly another way of saying a ‘retirement expert’. Earning this designation states that I have made a significant commitment to my career by achieving this designation.
As a CRPC® designee, I specialize in helping individuals successfully prepare themselves for retirement. In order to obtain this designation, I dedicated 150 hours to studying the entire retirement planning process and passed an exam for certification. I’ve also committed to continued learning to ensure I’m staying up to date on the latest in retirement planning so I can offer my clients the best possible advice.
I can offer you knowledgeable advice on issues such as planning for health care, asset management, social security, maximizing sources of retirement income, beneficiary designations, income tax considerations, estate planning, and more. I can also help you determine the best time to retire or assist you in expanding on the plans you’ve already made.
It’s vital to know your financial advisor and understand what their specialties are. You deserve to be confident that the person helping you manage your money and plan your future is qualified to meet your needs.
I want to help you figure out what you can do today that will ensure a secure tomorrow. If you’re starting to plan for retirement, plan it with me.
Let’s meet! Contact me today to get started.