CRPS®
The Chartered Retirement Plans Specialist℠ (CRPS®) designation is offered by the College for Financial Planning. The program equips financial professionals with the knowledge to recommend implementation techniques for company-appropriate retirement plans and administer those plans for businesses and their employees.
This designation comes in handy for you if you’re a business owner in need of establishing a new retirement plan or reviewing a current one. I will be your consultant through the selection and implementation process of your company retirement plan.
Fundamental Choice Portfolio Manager
A Fundamental Choice Portfolio Manager helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management.
This title is beneficial for you because I can offer direct advice on security selection and portfolio construction, and in the advisory program, you have wider exposure to asset classes that can potentially offset the ups and downs of market volatility. As your financial advisor and portfolio manager, the greatest benefit is that I’m already familiar with your long-term goals, so helping you make personalized decisions about your portfolio is more seamless.
*The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.