Professional
Before Dave Cerny can speak intelligently about the services that might be appropriate for you and your family, Dave needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Dave.
- The Chartered Life Underwriter (CLU) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU designation is the common bond for continuing growth and commitment to professionalism.
- The Chartered Financial Consultant (ChFC) designation prepares financial representatives to meet the advanced financial planning needs of individuals, professionals, and small-business owners, including insurance, income taxation, retirement planning, investments, and estate planning.
- The National Association of Insurance and Financial Advisors (NAIFA)’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.