Tim Rozzell ChFC®, Wealth Advisor, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services, Bryn Mawr, PA.
Candidates for the ChFC® designation must complete a minimum of nine courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.
Individuals who earn a ChFC® can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Congratulations, Tim, on this accomplishment!