Valhalla, NY resident George Koeltl, a CERTIFIED FINANCIAL PLANNER™ professional with Danbury, Connecticut based Reby Advisors, recently obtained his Chartered Retirement Planning Counselor™ (CRPC®) and Certified Divorce Financial AdvisorSM (CDFA™) designations.
The Chartered Retirement Planning Counselor program is developed with a focus on client-centered problem solving by the College For Financial Planning®. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to obtain the CRPC designation covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.
The Certified Divorce Financial Advisor® designation is available to individuals who have a minimum of three years' experience as a financial professional, accountant, or matrimonial lawyer. Participants learn how to help their clients with financial issues that will affect the rest of their lives, including: Personal vs. marital property, valuing and dividing property, retirement assets and pensions, spousal and child support, splitting the house, tax problems and solutions, expert witness testimony, tax law and other financial issues affecting divorce.
Founded in 1985, Reby Advisors’ is a financial planning firm that provides Focused Lifestyle Management Services to individuals, institutions, and non-profit organizations. Reby Advisors helps clients prepare for retirement utilizing a four-step process including their proprietary evaluation tool called the Lifestyle Sustainability Scorecard™. The scorecard identifies risk, enabling a comprehensive plan to be created with the goal of maintaining one’s lifestyle throughout retirement and for the rest of their lives. Reby Advisors has been recognized by Barron’s magazine for multiple years as one of the top 1,000 financial advisors in the United States and the No. 1 independent financial advisor in Western Connecticut.
For people with extremely busy schedules, Reby Advisors invented the online One-Page Wealth Transformation™ (OPWT™). The purpose of the OPWT™ is to provide advice on a few complex challenges that many people face and to create some simple, yet sophisticated recommendations, to meet those challenges in a very time efficient manner.
Reby Advisors headquarters is located at 44 Old Ridgebury, Danbury, Connecticut. Phone 203-790-4949 http://www.rebyadvisors.com. Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory and insurance services offered through Reby Advisors, a registered investment adviser not affiliated with Triad Advisors.