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Feature

Saturday, July 05, 2008

 

List of Professional Financial Planners 3/29/00

Accredited Estate Planner (AEP). Helps clients with estate planning strategies, including charitable giving, taxes and trusts. National Association of Estate Planners & Councils (610-526-1389)

Chartered Financial Analyst (CFA). Focuses on investment analysis and management. Association for Investment Management & Research (1-800-247-8132)

Certified Financial Planner (CFP). Specializes in financial planning, including investments, estate, tax and retirement planning. CFP Board of Standards (1-888-237-6275)

Chartered Financial Consultant (ChFC). Provides help with comprehensive financial and business planning, including creating and conserving wealth and retirement and income tax planning. Society of Financial Service Professionals (1-888-243-2258)

Chartered Life Underwriter (CLU). Has expertise in life, disability and long-term care insurance, financial, estate, retirement, business and employee benefit planning. Society of Financial Service Professionals (1-888-243-2258)

Certified Public Accountant (CPA). Has expertise in tax planning for individuals and business. American Institute of CPA (1-800-862-4272)

Chartered Property & Casualty Underwriter (CPCU). Has expertise in personal and business asset protection including homeowner's, auto, commercial property and liability coverage. CPCU Society (1-800-932-2728)

Personal Financial Specialist (PFS). A CPA who specializes in financial planning. AICPA (1-888-999-9256)

Registered Employee Benefits Consultant (REBC). Provides help with group benefits, managed care and other health insurance issues, retirement planning, executive compensation and personnel management. The American College (610-526-1468)

Registered Health Underwriter (RHU). Specializes in group and individual health insurance, group disability income insurance, managed care topics, long-term care issues and government social program such as Medicare and Social Security. The American College (610-526-1468)

Registered Investment Adviser (RIA). Gives investment advice for compensation and may include accountants, insurance agents/brokers, securities brokers and attorneys. Securities and Exchange Commission (1-800-732-0330)

Source: Society of Financial Service Professionals