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.

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


 
Displaying 1–20 of 94 1 2 3 4 5
First name Last name License State(s) Credentials Email
Adolfo Rodriguez TX Resident License State: TX
Certification/Licenses: RFC, NSSA
Alison Smith-Vaniz MA Resident License State: MA
Andrew Wood PA Resident License State: PA
Andrew Butler TX Resident License State: TX
Anne Stack NC Resident License State: NC
Anthony Magnotta NJ Resident License State: NJ
Certification/Licenses: CSA
Ash Ahluwalia NJ Resident License State: NJ
Certification/Licenses: CFP
August Velten FL Resident License State: FL
Certification/Licenses: CLU, LUTCF
Avery Dubuque NC Resident License State: NC
Barbara Shufani CA Resident License State: CA
Billie Cook CA Resident License State: CA
Brannon Lambert NC Resident License State: NC
Certifications/Licenses: CFP
Brian Souders NC Resident License State: NC
Brian Anderson MA Resident License State: MA
Bryan McMahon PA Resident License State: PA
Certification/Licenses: FINRA -- Series 7, 24, and 63
Bryan Galligan MA Resident License State: MA
Cherissa Reese SC Resident License State: SC
Chris Judice LA Resident License State: LA
Daniel Farchione NY Resident License State: NY
Daniel W. Leonard CA Resident License State: CA
Certification/Licenses: CFP, CASL
Displaying 1–20 of 94 1 2 3 4 5