CFP®: Certified Financial Planner®
CFP®s are held at a fiduciary standard, and possess expertise in areas such as investment, tax, estate, and retirement planning, enabling them to help clients manage their finances and secure their future.
RICP®: Retirement Income Certified Professional®
RICP® professionals focus on helping individuals navigate the complexities of retirement, ensuring their wealth lasts throughout their retirement, and making informed decisions about Social Security, taxes, and long-term care.
CSSCS: Certified Social Security Claiming Strategist
A CSSCS has in-depth knowledge of Social Security rules and claiming strategies to help clients maximize their retirement benefits.
CRC®: Certified Retirement Counselor®
A CRC® specializes in retirement planning, income distribution, and accumulation.
Why Our Designations Matter
Mike has CFP® and RICP® designations, and Gio has CSSCS and CRC® designations. Each of our professional designations represents not only advanced expertise, but also years of rigorous study, training, and ongoing education. As CFP® (Certified Financial Planner®) professionals, we complete extensive coursework and examinations covering investment, tax, estate, and retirement planning—and we are held to the highest fiduciary standard to act in our clients’ best interests. Our RICP® (Retirement Income Certified Professional®) designation reflects hundreds of hours of specialized training focused on turning retirement savings into reliable lifetime income, while staying current on evolving rules for Social Security, taxes, and long-term care. The CSSCS (Certified Social Security Claiming Strategist) credential requires deep mastery of complex Social Security regulations and ongoing updates as laws change, allowing us to help clients maximize their benefits. As CRC® (Certified Retirement Counselor®) professionals, we’ve completed advanced education in both the technical and behavioral aspects of retirement planning, and we maintain this credential through continuous learning each year. Together, these designations demonstrate our dedication to professional excellence and our commitment to guiding clients with informed, up-to-date advice every step of the way.
