Licenses

CERTIFICATIONS:
* CRPC - Chartered Retirement Counselor
* CPFA - Certified Plan Fiduciary Advisor 
* CTFA - Certified Trust Estate Advisor
* AIF - Accredited Investment Fiduciary 

EDUCATION:
* College of Financial Planning
* Cannon Financial Institute Levels I, II, III
* American College of Financial Services
* Oregon State University - Business
* Oregon State University - Economics

LICENSES:
* Securities Licenses: 6, 7, 9, 10, 63, 65
* Insurance Licenses: 
     - Life & Health
     - Long Term Care
     - Commercial Property & Casualty
     - Personal Home, Auto & Liability

OUR ROLE:
can be limited to a specific program (i.e. investment accounts) or serve as the macro advisor coordinating all micro financial specialists needed to complete, integrate and simplify your investments, insurance, retirement, 401(k), cash flow, real estate, debt, mortgage, banking, tax, risk, ID protection, social security income, healthcare, Medicare, legal, special needs, estate, trust, generational wealth transfer, charitable giving and end of life legacy goals.

PARTNER NETWORK: 
In addition to our local partner network, Higley Financial's back office platform is BNY Pershing (NYSE:BK) and Envestment (NYSE:ENV); both wealth management pioneers. BNY dates back to 1784 and Envestment is a technology innovator.