Professional

Designations

CFP®
CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNER (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for insurance professionals. Since 1927, less than 100,000 individuals have earned their CLU®, this has helped them build a successful practice by providing clients with knowledgeable and ethical advice. For financial advisors, field management, home office personnel, and others involved in providing risk management products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC®
Chartered Financial Consultant

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: closely held businesses, investment planning, special needs planning, charitable gifting, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Associations and Memberships

NAIFA, quality award winner since 2012

The National Association of Insurance and Financial Advisors (NAIFA) is a truly unique organization that has supplemented insurance and financial services since 1890. As a member, David Siegel is an active part of the largest financial services membership association.

Million Dollar Round Table (MDRT), member qualified since 2014

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association  of the world's leading insurance and financial services professionals. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.