Education
Bachelor's degree
JD
Licenses
Series 65
Registered Investment Advisor
Life
Investment Advisor Representative
Accident & Health
New York Bar
New Jersey Bar
Other Credentials
CFP®
AEP®
RICP
CELA
IBF Designations
CTS™
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Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
3
Member Since
2025
Other Credentials
4
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.