220 Lyon St. NW, Ste 540
Certified Financial Planner™
Pam has been working in the financial services industry providing estate, business and investment planning for over 25 years. She works with individuals and businesses to create a plan that seeks Wealth Accumulation and Capital...
Mackenzie is a communication specialist and has been a journalist in Grand Rapids since 2013. She loves to tell stories, chat with everyone, and talks with her hands. She adores living in Grand Rapids and visiting her favorite places...
Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, serves as a trusted resource for financial planning questions, concepts and case design. Since joining the America Group team in 2012, her primary mission is to...
Randy works closely with Sally Cholewka Director of Financial Planning in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with...
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Blodgett Wealth Management.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the United States.
In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI).
Registered Financial Consultant (RFC) ... The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
Life Underwriter Training Council Fellow (LUTCF®) Designation Program - often considered the first designation any insurance professional should earn - has delivered value to more than 70,000 professionals since 1984. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.