Comprehensive retirement income planning is a complex area that relies heavily upon leveraging the most effective Social Security claiming strategy for each individual.  CSSCS members have the expertise required to help retirees make the most  effective claiming decision to meet their income needs in retirement.  Use the tool below to find a CSSCS member in your community.

We are proud to recognize our Lifetime Members

Billie Cook of ICM Private Client Group, LLC in Carlsbad, CA.  Billie is a graduate of Point Loma Nazarene University with a Bachelor of Science in Business Administration and holds both the Series 7 and Series 66 licenses.

Scott Rethi of Cascade Investment Group, Inc in Colorado Springs, CO.  Scott is a graduate of Indiana University of Pennsylvania and holds both the Series 7 and Series 66 licenses.

Enter the following search criteria to Find A Certified Strategist near you:


 
Displaying 81–100 of 145  1 2 3 4 5 6 7 8
First name Last name License State(s) Credentials Email
Adam Kleinman FL Resident License State: FL
Michael Knox CO Resident License State: CO
Pamela Kruger OH Resident License State: OH
Brannon Lambert NC Resident License State: NC
Certifications/Licenses: CFP
Matthew Lempa Jr. PA Resident License State: PA
Certification/Licenses: ChFC, CLU, RICP
Daniel W. Leonard CA Resident License State: CA
Certification/Licenses: CFP, CASL
Chris Limoges VA Resident License State: VA
Michele Lind IL Resident License State: IL
Certification/Licenses: CFP
Keith Long MA Lifetime Member CSSCS
Resident License State: MA
Certification/Licenses: CRPC
Greg Long VA Resident License State: VA
Darin Louw MI Resident License State: MI
Anthony Magnotta NJ Resident License State: NJ
Certification/Licenses: CSA
Heather Majka TN Resident License State: TN
Certifications/Licenses: CPCU
Jonathan Mays IL Resident License State: IL
Bryan McMahon PA Resident License State: PA
Certification/Licenses: FINRA -- Series 7, 24, and 63
Robert Mikhail CA Resident License State: CA
Certification/Licenses: MBA
Anthony Milin CT Resident License State: CT
Certification/License: Series 24
Stacy Mongar SD Resident License State: SD
Certification/Licenses: ChFC
Marci Morales CA Resident License State: CA
Lisa Murray IA Resident License State: IA
Certification/License: Series 7 & 24
Displaying 81–100 of 145  1 2 3 4 5 6 7 8