Regina Bedoya, CLU, ChFC, CMFC
, CAP, CLTC , is president and CEO of RB Financial Advisors, a boutique financial planning firm in Juno Beach, Fla.
announces the promotion of Elvis Medica, CMFC
to Vice President and National Sales Manager, a new position for the firm.
Awards also were presented to the leading field supervisor - Peter Monferdini, LUTCF, CLTC, and CMFC
, in the Greater Illinois Agency in Champaign, Illinois; and the leading manager of financial services - Eric Porter, of the Greater Orange Coast Agency in Irvine, California.
Monferdini has earned the LUTCF (Life Underwriter Training Council), CLTC (Certified in Long Term Care), and CMFC
(Chartered Mutual Fund Consultant) industry designations.
Schilling, FLMI, AIAA,AIRC, ARA, AAPA, CLU, CMFC
, CLTC, CUNA Mutual Life Insurance Company, Madison, Wisconsin
Petersburg, where it is difficult to find upscale residential housing," said CMFC
project manager Peter Pasccuci.
David Drucker, MBA, CFP(R) and Joel Bruckenstein, CFP(R), CFS, CMFC
, experts in practice management and technology, bridge their ideas in a comprehensive guide on building a successful practice, the advantages of practice management software and hardware, increasing services and reaching new clients through market share and credibility analyses, tailoring services to meet market demands and creating a competitive and profitable fee structure.
Department of Labor * Denise Voigt Crawford, Texas Securities Commissioner and chair, Investor Education Section & Financial Literacy 2010, North American Securities Administrators Association * Ric Edelman, CFS, RFS, CMFC
, CRC -- founder and chairman of Edelman Financial Services, Inc.
Krager holds the CLU, CMFC
and CFS designations as well as NASD Series 7, 63 and 65 licenses.
Michael Falk, CFA CMFC
is an owner and Director who joined SFC this year to lead the investment practice.
Performance statistics for CMFC
transactions continue to show very low levels of delinquency (30-, 60- and 90-day), foreclosure, real estate owned and loss.