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Mission Statement

crfa_downloadAbout Us

 

EXECUTIVE POSITIONS

 

Executive Director

Lynda McColl, CRFA, CPA

501 N. Mustang Road, Suite D1

Mustang, OK  73064

(405) 376-9976

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             CRFA Certification Coordinator    

Linda Lee

501 N. Mustang Road, Suite C3 

Mustang, OK  73064

(405) 830-8025

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SCRFA Board Members

CRFA Board Members

Albert DiVirgilio, President

Steve Hamant, Vice-President

VP Marketing - Leonard Quimby

VP Membership - Chuck Price

Vacant - Secretary

Vacant - Treasurer

Vacant - Member-at-Large 


SCRFA Retirement Academy
Education Board

Dr. Rafeek Mikhail - Chairman
of Education Division

Lynda McColl - Executive Director
and Subject Matter Expert

Greg Weisheit - Subject
Matter Expert

Jeff Fleming - Instructor

Eric Stapp - Public Member

Jack Mercica - Chairman

Roy Blume - Public Member

Irene Truong - Public Member

Sal Pena- Subject Matter Expert





CRFA Disciplinary and
Appeals Board

Jack Mercica - Chairman

Al Penry - Subject Matter Expert

Tim Cooper - Subject Matter
Expert


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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


CRFA 2011 Annual Report

2011_Annual_Report


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© 2008 Certified Retirement Financial Advisor™ | 888-880-2732 | inquire@crfa.us
The Society of Certified Retirement Financial Advisors is not affiliated with the CFA Institute

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