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About My Designations

Each of Pat's three designations is awarded by the Society of Financial Service Professionals.

The Society of Financial Service Professionals is over 75 years old with over 22,000 members in over 200 Chapters in all 50 states, Puerto Rico, Canada and Singapore. Founded in 1928 by the first graduates of The American College, its mission is to promote professionalism among its members through high quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.

Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.

With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's members nationwide are qualified to assist the public in working toward their future financial goals—today, tomorrow, and into the next millennium.

  • Chartered Financial Consultant (ChFC) provides assistance with comprehensive financial and business planning, including creating and conserving wealth, retirement and income tax planning as well as estate, gift and trust taxation.
  • Chartered Life Underwriter (CLU) has expertise in life, disability and long-term care insurance, financial, estate, retirement, business and employee benefit planning including pensions and group benefits.
  • Registered Employee Benefits Consultant (REBC) provides help with group benefits, managed care and other health insurance issues, retirement planning, executive compensation and personnel management.