Education
Associate's degree
Licenses
NASD Series 63
NASD Series 7
Other Credentials
CFP®
IBF Designations
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
1
Member Since
2008
Other Credentials
1
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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.