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What professional certifications are held by the financial planners?

April 26, 2017certifications financial held Planners professional

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What professional certifications are held by the financial planners?

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Both Charlie and Steve hold the professional certifications of CFP® (CERTIFIED FINANCIAL PLANNER™ PRACTITIONER) and CLU (Certified Life Underwriter). In addition, Charlie has certifications of ChFC (Chartered Financial Consultant) and EA (Enrolled Agent), and Steve holds the certification of CDFA (Certified Divorce Financial Analyst).