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 1–20 of 168 1 2 3 8 9
First name Last name License State(s) Credentials Email
Philip Wilson AL Resident License State: AL
Scott Fraser AR Resident License State: AR
Robert Mikhail CA Resident License State: CA
Certification/Licenses: MBA
Janna Schoenborn CA Resident License State: CA
Daniel W. Leonard CA Resident License State: CA
Certification/Licenses: CFP, CASL
Emily Hamilton CA Resident License State: CA
Marci Morales CA Resident License State: CA
Barbara Shufani CA Resident License State: CA
Billie Cook CA Resident License State: CA
Puneet Singh CA Resident License State: CA
Roy Ferguson CA Resident License State: CA
Angelica Roxas CA Resident License State: CA
Certification/Licenses: IAR
Roger Waite CA Resident License State: CA
Jason Allday CA Resident License State: CA
Ellen Peters CA Resident License State: CA
Scott Rethi CO Lifetime Member CSSCS
Resident License State: CO
Michael Knox CO Resident License State: CO
Roger Cowen CT Resident License State: CT
Certification/Licenses: ChFC, CLU, CLTC
John Witek, Jr. CT Resident License State: CT
Ronald Berry CT Resident License State: CT
Certifications/Licenses: Ph.D; CES
Displaying 1–20 of 168 1 2 3 8 9