Credentials
EXPERIENCE
For over 35 years Michael Jimenez CFP, CRPS, ChFC, CLU has worked with individuals, corporations, small business owners, and non-profit organizations by designing, implementing, and help managing their retirement plans and financial goals.
CERTIFICATIONS
BSBA from the University of Colorado
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) Designations from The American College studies included:
- Fundamentals of Financial Planning
- Income Taxation
- Individual Life Insurance
- Life Insurance Law
- Group Benefits
- Planning for Retirement Needs
- Estate Planning Applications
- Wealth Accumulation Planning
- Fundamentals of Estate Planning
- Planning for Business Owners and Professionals
- Financial Planning Applications
- Investments
- Financial Decision Making at Retirement
Chartered Retirement Plans Specialist SM (CRPS®) designation from the College for Financial Planning® studies included:
- Types & Characteristics of Retirement Plans
- Individual Retirement Accounts (IRAs)
- SEP, SIMPLE & SARSEP Plans
- Defined Contribution Plans
- Defined Benefit Plans
- Fiduciary Issues, Prohibited Transactions, Claims & Examinations
- Nonprofit Organization & Government Plans
- Qualified Plan & IRA Distributions
- 401(k) Plans
- Plan Design, Installation, Administration & Amendments
- Plan Establishment, Operation, Investment Objectives, Penalties & Termination
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Issued by the CFP Board of Standards studies included:
- Financial Planning Process
- Tax Planning
- Employee Benefits and Retirement Planning
- Estate Planning
- Investment Management
- Risk Planning
LICENSES
FINRA Examinations
Series 6 investment company products/variable contracts Representative
Series 63 - uniform securities agent state law
Series 26 investment company products/variable contracts Principal
Series 66 – uniform combined state law and uniform investment advisors law
State of Colorado Life, Accident & Health License & State of Colorado Variable Contract License
Registered in the following states:
California Colorado Conneticut Delaware Georgia Hawaii Massachusettes
Minnesota Montana New Mexico Ohio Oklahoma South Carolina Texas Virginia