Pathfinder Wealth Consulting's John Zachary has earned the Certified Retirement Counselor certification from the International Foundation for Retirement Education, according to a news release.
Zachary, a wealth adviser with Pathfinder Wealth Consulting, joined the firm in 2009, officials said. He specializes in developing financial plans and investment strategies for rising star professionals and clients nearing retirement.
"Earning the CRC typically requires 75 to 100 hours of preparation before sitting for a four-hour exam. In addition, certificants must meet specific education and experience requirements. Each certificant must also adhere to the CRC Code of Ethics and commit to 15 hours of annual continuing education," stated the release.
Zachary also obtained his certified financial planner professional designation in 2012.
“For me, of all the industry designations available, the Certified Retirement Counselor program was the perfect blend of learning complex retirement planning concepts, honing my communication skills, and identifying behavioral finance issues,” Zachary said in the release.
Passenger Rail Study Offers New Details About Proposed Wilmington To Raleigh Route
Emma Dill
-
Apr 22, 2024
|
|
Severe Weather Postpones Trump Rally In Wilmington
Emma Dill
-
Apr 20, 2024
|
|
Will NC Be CNBC's Three-time Top State For Business?
Audrey Elsberry
-
Apr 22, 2024
|
“Our little town, especially the mainland area, is growing by leaps and bounds. So having somewhere else besides the beach for kids to go an...
Michelle Penczak, who lives in Pender County, built her own solution with Squared Away, her company that now employs over 400 virtual assist...
“My mission and my goal is to take my love of marine science, marine ecosystem and coastal ecosystems and bring that to students and teacher...
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.
