About My Practice
Proficient Wealth Counselors, LLC is a independent Registered Investment Advisor founded with the belief that to provide exceptional service, we must be free from the influences present at many traditional Wall Street firms. We have a wealth of industry knowledge and pride ourselves on the ability to advise clients on a full spectrum of financial planning topics free from conflicts of interest.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee for service concerning investment management; commissions only for fixed insurance product implementation
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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