Skyline Advisors Financial Associate, Sarah Arnold, CRPC® Earns Chartered Retirement Planning Counselor® Certification
Bellingham, WA (April, 2020) Skyline Advisors, a Registered Investment Advisor (RIA) is pleased to announce that Sarah Arnold, Financial Associate has earned the designation of Chartered Retirement Planning CounselorSM or CRPC® by The College for Financial Planning®. With the CRPC® designation, Sarah has acquired the tools and education necessary to effectively assess existing and potential clients’ long-term planning situation and needs—and then evaluate retirement options and make appropriate recommendations. By applying these concepts, she can differentiate herself and gain a competitive advantage while being better prepared for the constantly changing demands of the retirement planning profession.
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability and knowledge of complex concepts and apply theoretical concepts to real-life situations. The CRPC® designation is the industry-benchmark for retirement planning credentials and is encouraged by Registered Investment Advisors.
Sarah came to Skyline Advisors in 2018, bringing nearly 20 years of financial experience in Whatcom County.
About Skyline Advisors: Established in Bellingham, WA in the 1990s, Skyline Advisors provides clients with wealth management services including financial planning, investment management, and sustainable investing. Serving Whatcom and Skagit counties, Skyline Advisors operates under the driving principles of honesty, integrity, and trust. Skyline Advisors is the result of the combination of two Registered Investment Advisory practices, Bay City Financial Services and Fairhaven Financial Advisors.