About 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 D2

Mustang, OK 73064

(405) 376-9976

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SCRFA Board Members

CRFA Board Members

Albert DiVirgilio, President

Steve Hamant, Vice-President

Brent Beesley - Secretary

Paul Wood - Treasurer

Steven G. Johnson - Member-at-Large

Jack Mercica - Chairman

Larry Fischer - Public Member

Micah Keel - Subject Matter Expert

SCRFA Retirement Academy Education

CRFA Disciplinary and Appeals Board Board

Dr. Rafeek Mikhail - Chairman Jack
Mercica - Chairman

Lynda McColl - Subject Matter Expert Al Penry - Subject Matter Expert

and Executive Director Chuck Price - Subject Matter Expert

Greg Weisheit - Subject Matter Expert

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

CRFA 2011 Annual Report

2011_Annual_Report