Broker Check

Our Expertise

We are proud to announce that Ozzie Delgado, Jr. has earned the professional designation of Chartered Financial Consultant (ChFC®) designation. We feel that this training will help us better serve our clients and offer more value added services. In the volatile times that we are living in, there is more to succeeding at reaching goals than to only focus on investments.

Ozzie Delgado, Jr., ChFC®

A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning. You can count on a ChFC®’s expertise.

Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College of Financial Services, a non-profit educator with the highest level of academic accreditation. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

How can a ChFC® help me?

Here are just a few of the many areas where a ChFC® can assist you:

• Creating a comprehensive financial approach
• Protecting your assets and managing risk with appropriate levels of insurance
• Managing taxes better for you and your business
• Helping you secure your retirement
• Building an investment approach to help you reach your goals
• Enhancing the value of your estate to take care of your loved ones

You can count on a ChFC®’s integrity

Advisors with the ChFC® designation are required to serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification
Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances.