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Cetified Plan Fiduciary Advisor (Plan advisers who earn their CPFA demonstrate the expertise required to act as a plan fiduciary.)
2016-2018Accredited Investment Fiduciary® (Fiduciary Compliance)
2010-2010CFP (Tax Planning, Employee Benefits, Retirement and Estate Planning, Investment Management and Insuance)
1983-1988Find contact details for 700 million professionals.