Chuck Lore, CFA, CFP®, ChFC of our New York office holds the Chartered Financial Analyst (CFA) designation from the Association for Investment Management and Research, and the CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.

• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.
• Chartered Financial Consultant (ChFC)
• Chartered Financial Analyst (CFA) designation from the Association for Investment Management and Research

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