While some licenses in our industry are common practice to obtain, we believe going beyond that base and expanding our knowledge provides a valuable enhancement to our services.
In order to address the concern that many middle-class retirees will outlive their savings, Mary Herzberg, Financial Advisor, and Tony Olsen, Financial Advisor, have obtained the Retirement Income Certified Professional (RICP®) designation, where they learned about a broad range of retirement topics, including income needs and objectives, estate issues, and other risks, as well as retirement income planning, Social Security, and healthcare costs. We've strived to earn each of our accolades and designations for the sole purpose of providing you with the highest level of service we can.
Mary has also earned the CIMA® designation which is obtained through the Investment and Wealth Institute. As a Financial Advisor who holds the CIMA® designation, Mary integrates a complex body of investment knowledge into the services she provides, and she ethically contributes to prudent investment decisions by offering objective advice and guidance to each and every one of her clients.