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 152 1 2 3 7 8
First name Last name License State(s) Credentials Email
Ash Ahluwalia NJ Resident License State: NJ
Certification/Licenses: CFP
Anthony Antorino NY Resident License State: NY
Adam Barausky PA Resident License State: PA
Art Belval CT Resident License State: CT
Andrew Butler TX Resident License State: TX
Adolfo Rodriguez TX Resident License State: TX
Certification/Licenses: RFC, NSSA
Peter Aiksnoras CT Resident License State: CT
Adam Kleinman FL Resident License State: FL
Alison Smith-Vaniz MA Resident License State: MA
Anthony Magnotta NJ Resident License State: NJ
Certification/Licenses: CSA
Anthony Milin CT Resident License State: CT
Certification/License: Series 24
Andrew Wood PA Resident License State: PA
Andrew Robertson MA Resident License State: MA
Angelica Roxas CA Resident License State: CA
Certification/Licenses: IAR
Anne Stack NC Resident License State: NC
Avery Dubuque NC Resident License State: NC
Matt Kernodle NC Resident License State: NC
August Velten FL Resident License State: FL
Certification/Licenses: CLU, LUTCF
Brian Maratea IL Resident License State: IL
Bilal Aquil TX Resident License State: TX
Displaying 1–20 of 152 1 2 3 7 8