Our Qualifications

Advanced Financial Concepts offers our clientele an impressive depth of knowledge in investment planning, insurance, retirement income and estate planning coupled with Real World Experience.

As a qualified Representative, Rich holds a variety of professional designations:

  • CERTIFIED FINANCIAL PLANNER TM
  • Charted Financial Consultant
  • Chartered Life Underwriter
  • Regional Health Underwriter
  • Chartered Advisor for Senior Living
  • Maintains a Series 63, 65, 1 and 66 registrations with Voya Financial Advisors, Inc.
  • Life, Accident, Health, Variable licensed

 

Insurance Industry Involvement

  • Life Member (45 yrs.), Million Dollar Round Table and Top of the Table Qualifiers since 1988. 

 

Qualified administrative staff that average over 30 years in the insurance industry.

 

We take pride in what we do and we're looking forward to using our experience to help your pursue your financial goals.