Our Credentials

 

 

 

Glass Retirement's highly educated expert consultants and administrators offer you decades of industry experience, and have Certified Credentials in a wide range of professional specialties.

 

Certifications Held by GRS's Professional Staff

CPC - Certified Pension Consultant

QPFC - Qualified Plan Financial Consultant

ERPA - Enrolled Retirement Plan Agent

QKA - Qualified 401(k) Plan Administrator 

QPA - Qualified Pension Administrator  

CFP - Certified Financial Planner

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter

CEBS - Certified Employee Benefit Specialist (CEBS)

CFG - Certified Financial Gerontologist (CFG)

 

Licenses

IAR - Investment Advisor Representative

Series 7 and 63 Securities Licenses

Licensed Life Insurance Counselor (LiC)

Life and Health Insurance Licensed in the State of Michigan

 

Academic Degrees

Masters of Business Administration

Corporate Finance and Investment Analysis

Bachelor of Arts

Economics

Mathematics

 

Affiliations

American Society of Pension Actuaries

International Association of Financial Planners

National Association of Life Underwriters

Greater Detroit Association of Life Underwriters

Detroit Estate Planning Councils

Oakland County Estate Planning Councils