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Criterium Financial, Ltd. |
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The key is not the "will to win"- everybody has that. It is the will to prepare to win that is important. |
Achievements and CredentialsCharlie’s expertise in Financial Planning and Tax Qualified Plans has been crafted over the course of his 30 year professional career. Beyond the formal degrees and certifications mentioned elsewhere on this website, Charlie has also achieved the following highly regarded specialized designations:
Personal Financial Specialist (PFS). This is the distinction conferred on qualified candidates by the American Institute of Certified Public Accountants (AICPA) for CPA’s who emphasize personal financial planning in their practices.  Certified Employee Benefits Specialist (CEBS). The International Foundation of Employee Benefit Plans, in conjunction with the Wharton School of the University of Pennsylvania designed this program to allow benefits professionals to advance their skills and competencies in a university-based program. Accredited Investment Fiduciary Analyst™(AIFA®). This a designation awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh, and certifies Charlie as qualified to conduct fiduciary assessments. The Center for Fiduciary Studies is a component of Fiduciary360, LLC, a leading provider of education, training and tools for professionals who provide services to individuals and entities with fiduciary responsibilities.
The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements. | |
