- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Life Insurance
- -Long-Term Care Insurance
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Focus Youniversity (155690)||9 years, 2 months||Dec 2010 - Present|
|William Pitney Advisory Services||17 years, 1 month||Jan 2003 - Present|
|Lincoln Financial Advisors||8 years||Dec 2002 - Dec 2010|
|Lincoln National Life Insurance Co||7 years, 4 months||Dec 2002 - Apr 2010|
Designations & Memberships
Centre for Fiduciary ExcellenceMembershipCEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Registered Financial ConsultantDesignationSupplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry
Articles and Answers
Licenses & Conducts
Focus Youniversity, LLC
$7.6MTotal Assets Under Management
N/ATotal Assets Under Advisement
$177.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees