My Qualifications

 

 

CERTIFIED FINANCIAL PLANNER™- Certified Financial Planner Board of Standards, Inc

Chartered Financial Consultant® - The American College of Financial Services

PIM® Portfolio Manager - Wells Fargo Advisors Financial Network

 

Latest Honor: http://www.pageturnpro.com/Five-Star-Professional/49145-2013-OCWM-Floyd-Schwartz/index.html#1