Certified Retirement Counselors (CRC)

One of the questions we get is with regards to our Certified Retirement Counselor (CRC) designation. People want to know what it is and how it makes us different.

Back in the early 1990’s, Michael Masciorini was a part of a Retirement Planning Group with Smith Barney. This was well before being a part of team, let alone specializing in retirement planning, was a thing. It was his passion to work with those that were either planning for, or living in retirement.

Retirement is such a big moment in someone’s life. They work their whole lives, to be given an opportunity to enjoy their retirement years, and they don’t have a whole lifetime to earn it all over again.

We take that responsibility very seriously. That’s why we went out and obtained our Certified Retirement Counselors (CRC) designations. Becoming a CRC involves earning a credible certification that meets highly rigorous independent accreditation standards. You must pass an exam that demonstrates a mastery of both retirement accumulation and distribution planning concepts.

We understand that you have many options when it comes to wealth management and hope the CRC designation is another way you can understand how we are different.