 About Us
Executive Director | President | Lynda McColl, CPA, CRFA Linda Lee, Executive Assistant | Evan K. Beecham, CRFA
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BOARD MEMBERS |
Brent Beesley, CRFA | Steven G. Johnson, CRFA | Fred deNapoli, CRFA | Michael Gibbons, CRFA | Albert Divirgilio, CRFA | Paul Wood, CRFA | Dale Cazes, Esq. | |
COMMITTEE CHAIRPERSONS Disciplinary Chairman Sydney Rogers National Education Chairman Paul Dyer Website Maintenance WinWorld |
Society Of CRFA™ | A training and credentialing organization preparing and qualifying financial advisors to advise, manage and consult with retirees on maximizing their financial opportunities, financial comfort and financial peace of mind. | Mission of the Society | ETHICS, STANDARDS AND DISCIPLINARY PROCEDURES | CRFA Certificants are held to strict ethical standards. The disciplinary procedures of the CRFA Board have been devised to ensure a fair and reasonable process for a CERTIFIED RETIREMENT FINANCIAL ADVISOR™ professional against whom allegations of Code of Ethics violations are brought. To review our Disciplinary Rules and Procedures, click on this link: Disciplinary Rules and Procedures |
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| For an update on our Accreditation Process, please click on the link below. Did You Know - January Issue - Number 1 Accreditation Update
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