Retirement Planning

What is a Retirement Income Certified Professional (RICP®)?

The RICP® is a professional designation for financial advisors. Having the RICP® designation means the advisor has a specialized education in retirement income, and is committed to professional and ethical best practices.


Why is the RICP® different?

Typically, financial advisors are trained to help clients accumulate wealth. But what happens in retirement? Clients need to ensure that the wealth they’ve spent decades building will last through retirement, and maybe even beyond.

The RICP® is a mark of certification that acknowledges that your advisor has the knowledge to help you enjoy a secure and sustainable retirement. According to the awarding body, The American College, only 7.5% of U.S Financial Advisors have an RICP® designation.

Kate E. Eiland, Managing Director - Investments, and Elise L. Kausen, Managing Director - Investments, hold the Retirement Income Certified Professional (RICP®) designation.

To learn more about the RICP program, visit: www.theamericancollege.edu/ricp

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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