|
|
Carl A Mitlehner, CFP®
(Financial Professional)
|
|
|
|
| |
|
| Professional Activities |
|
Financial Planning for clients requiring sophisticated advice in the areas of tax,estate, retirement, investment, and insurance planning to include divorce analysis and guidance.
|
|
| Professional Licenses |
|
CFP - Certified Financial Planner
MSFS - Master's of Science in Financial Services
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
LUTCF - Life Underwiter Training Council Fellow
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
CEBS - Certified Employee Benefits Specialist
Certified Divorce Financial Analyst
|
|
| General Comments |
| I help couples and families going through the difficult process of divorce understand and navigate the complex financial issues that face them. |
|
| Areas of Practice |
|
Financial
| |
| Education |
| Undergraduate Education |
| Virginia Military Institute - B.S. Electrical Engineering |
| Post-graduate Education |
| The American College - M.S. Financial Services |
| Professional Education |
| CFP, MSFS, ChFC, CLU, LUTCF, RHU, REBC, GBA, RPA, CEBS |
|
| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
|
** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
|
|
|
|
|
