Designations

ChFC – Chartered Financial Consultant

The ChFC is designation for individuals who demonstrated their vast and extensive knowledge of financial planning. The designation is administered by the American College. ChFCs must meet experience requirements and pass exams covering finance and investing. They must have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Holders of this designation have demonstrated a well-rounded knowledge of financial planning.

CLU® Chartered Life Underwriter

The CLU designation is granted by the American College to individuals who have completed training in life insurance and personal insurance planning. To obtain the designation, individuals must complete advanced courses and exams topics including insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.

Holders of this designation have demonstrated a well-rounded knowledge of insurance planning.

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Company Info

Stonegate Wealth Management, LLC
2500 Regency Parkway
Cary, NC 27518
Phone: (201) 791-0085
Fax: (201) 625-6303

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