What is a Chartered Financial Consultant (ChFC®)?
A Chartered Financial Consultant® (ChFC®) is a financial professional who has completed a specified program of study and meets experience requirements and specific ethical standards established by The American College. Practitioners with this designation are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations based on demonstrated expertise in multiple areas of financial planning, including income and estate tax, investment planning, risk management, and retirement planning
Why work with a ChFC®?
Working with a ChFC® allows you to collaborate with a professional who can comprehensively address your financial planning needs. Their expertise in investment planning, income planning, tax planning, risk management, and estate planning can help you develop a comprehensive financial life plan that suits your personal and financial goals.
Their focus is on approaching financial planning holistically. In addition, they are fiduciary advisors, meaning they have to act in your best interest.
Looking for a Chartered Financial Consultant in Walnut Creek, CA?
David Spencer, Justin Hurd, and Brandy Ebron are local ChFC® professionals who seeks to help investors simplify their finances, solve individual financial problems, and make a plan to pursue their financial goals.