PKS Investment Advisors, LLC is pleased to announce that Steven E. Sweigert has earned the Chartered Retirement Planning Counselor (CRPC®) designation. In order to become a CRPC®, Steve has met a stringent set of criteria and passed a rigorous exam administered by the College for Financial Planning.
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Steve is a graduate of Bloomsburg University of Pennsylvania where he earned a Bachelor of Arts degree in Economics and Minor in Business Management. He specializes in helping his clients with retirement planning, portfolio management and estate planning. Steve lives in Ocean Pines with his wife Kristen and two children.
Contact Steve via email or call 800-274-2564 to learn how she can help you with your retirement and investment needs.