People do make the difference. At Plancorp, Inc. our corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations. To learn more, hover over each designation for a detailed description.
Accredited Asset Management SpecialistSM (AAMS®)
Accredited Estate Planner® (AEP®)
Certified in Long-Term Care (CLTC)
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Certified Public Accountant (CPA)
Chartered Advisor for Senior Living® (CASL®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Chartered Mutual Fund CounselorSM (CMFC®)
Chartered Retirement Planning CounselorSM (CRPC®)
Chartered Retirement Planning SpecialistSM (CRPS®)
Juris Doctor (JD)
Life Underwriting Training Council Fellow (LUTCF)
Masters of Business Administration (MBA)
Professional in Human Resources (PHR®)
Registered Employee Benefits Consultant® (REBC®)
Registered Health Underwriter® (RHU®)
Each year, all of our Associates and staff are required to participate in both industry and in-house continuing education programs. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients. All Associates hold the appropriate securities registrations and insurance licenses in compliance with all Federal and State regulations.
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