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 101–120 of 145  1 2 4 5 6 7 8
First name Last name License State(s) Credentials Email
Robert O'Korn PA Resident License State: PA
Certification/Licenses: CRPC
Mark O'Sullivan MA Resident License State: MA
Stephen Pandullo IA Resident License State: IA
Tony Peckich NC Resident License State: NC
Daniel Perrin OH Resident License State: OH
Gregory Petrie NY Resident License State: NY
John Pickard NC Resident License State: NC
Keith Pinkley TX Resident License State: TX
Certification/License: Series 7 & 24
John Pridham MA Resident License State: MA
Certification/Licenses: CLTC
SEAN RANDALL DC Resident License State: DC
Cherissa Reese SC Resident License State: SC
Robert Reidinger NJ Resident License State: NJ
Scott Rethi CO Lifetime Member CSSCS
Resident License State: CO
John Richardson MD Resident License State: MD
Andrew Robertson MA Resident License State: MA
Adolfo Rodriguez TX Resident License State: TX
Certification/Licenses: RFC, NSSA
Joseph E Roseman Jr NC Resident License State: NC
Certificates/License: CRPC
Angelica Roxas CA Resident License State: CA
Certification/Licenses: IAR
Janna Schoenborn CA Resident License State: CA
Barbara Shufani CA Resident License State: CA
Displaying 101–120 of 145  1 2 4 5 6 7 8