MIGUEL GONZALEZ EARNS ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360
New York, NY (05/11/2020) – Miguel Gonzalez of Cortburg Retirement Advisors, a Manhattan-based Retirement Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.
Miguel Gonzalez is a Retirement Specialist with over 19 years of experience in retirement income planning, overseeing investment of client funds, and designing retirement plans. Miguel specializes in Retirement Plan Consulting for small to mid-sized companies across the United States. Read more Bio, on Linkedin, or on YouTube.
About Cortburg Retirement Advisors, Inc.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through the turbulent and calm economies. Their goal is to help grow, protect and preserve their assets from first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance and retirement planning. Learn more at Website, via Twitter, or on Facebook.
Fi360 is the first full-time training and research facility for fiduciaries and conducts training programs throughout the United States and abroad. In 2019, Fi360 was awarded accreditation by the American National Standards Institute (ANSI) to offer the AIF® Designation. The Center for Fiduciary Studies confers the AIF® Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) Designations.
About Fi360
Fi360, a Broadridge company, is a fiduciary education, training and technology company, helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Learn more at www.Fi360.com, via Twitter or on LinkedIn.
About LPL Financial
LPL Financial (www.lpl.com) is a leader in the retail financial advice market and the
nation’s largest independent broker-dealer*. We serve independent financial advisors and
financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine, June 1996-2019