Our Qualifications
Educating Ourselves So We Can Educate Others
At the Atlantic Branch of Equitable Advisors we strive to be an industry leader in providing financial strategies and solutions to our clients. To do so, we encourage the pursuit of financial education and qualifications. Through the American College, Certified Financial Planner Board of Standards and The Wharton School of Business, our agents are able to achieve the following titles and our clients can recieve the most comprehensive advice.
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter®
Chartered Financial Consultant®
Retirement Planning Specialist
Masters of Science in Financial Services