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