MRA Advisory Group is pleased to announce our advisor and Operations and Account Manager, Joe Verile has successfully passed his designation exam and become a Chartered Retirement Planning Counselor (CRPC®).
Part of this commitment involves hundreds of hours dedicated to continuing education and staying up to date on industry trends, world events, and the latest planning technologies.
The designation is an acknowledgment of Joe’s determination in comprehensive pre-retirement and retirement planning. To obtain the designation, Joe committed himself to two months of the studying of cases, planning strategies, and exams provided by the College of Financial Planning to earn the accreditation and hours of continuing education in the years that follow.
To qualify, the advisor is tested on the ability to focus on client-centered problem-solving in which a comprehensive assessment of an individual’s financial needs before and during retirement, including sources of retirement income, personal savings, income taxes, estate planning, and health considerations.
Here at MRA Advisory Group, our team of staff and advisors strive to show our commitment and dedication to you, your family, and your life goals every day. When we are not interacting, our team is working behind the scenes to improve our skills to help serve you to the best of our abilities.
With that in mind, please join us in congratulating Joe on this achievement, and as always, please do not hesitate to reach out to hear more about what this means for you.