My Secure AdvantageTM Money Coaches - Credentials


Experts with answers on any financial topic

All My Secure AdvantageTM Money Coaches are Certified Credit Counselors.Each carries additional credentials including:

  • CFP® (Certified Financial Planners)
  • CDFAT (Certified Divorce Financial Analysts)
  • Enrolled Agents (licensed to work directly with the IRS)
  • Licensed CPAs (Certified Public Accountants)
  • CPA/PFS (Personal Financial Specialist)
  • ATA (Accredited Tax Advisor®) designation granted through the Accreditation Council for Accountancy and Taxation®.
  • CFEd(tm) (Certified Financial Educator®)
  • CSAT (Certified Senior Advisor)
  • California Registered Tax Preparer
  • QuickBooks Professional Adviser

Your Money Coaches have years of directly relevant industry experience too. They are former

  • Licensed fire & casualty insurance agents
  • Licensed life insurance agents
  • Internal Revenue Service (IRS) tax representatives
  • Bankers
  • Stockbrokers
  • Retirement analysts
  • Investment advisors
  • Tax law teachers
  • Financial planners

Where else can you assemble a dream team like this to go to work for you?

I'm ready to invest in me