What licenses, certifications and/or credentials do you have?


Great question! Each of our team members has their series 7 securities license, life, and health licenses.  Rita is an Investment Advisory Representative (IAR) and licensed in a number of states and she is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). 


Check the background of this investment professional on FINRA's BrokerCheck.