Designations - What Do They Mean?
CLU - Chartered Life Underwriter
A CLU specializes in life insurance and estate planning. They help individuals and families protect their wealth, plan for the future, and make smart decisions about insurance, retirement, and inheritance.
CEA - Certified Executor Advisor
Whether you’re planning your own estate or acting as an executor for someone else, a CEA can help you navigate the process with confidence and ease.
MFA-P - Master Financial Advisor – Philanthropy
An MFA-P helps individuals and families plan their charitable giving in a way that aligns with their financial goals and maximizes tax benefits.