Tavares | Winter Park | The Villages

Congratulations Lou Shinaman, ChFC® For Achieving Certified Estate Planner(™) (CEP®) Certification

lshinaman-lgWe would like to congratulate Senior Wealth Advisor Lou Shinaman who added Certified Estate Planner™ to his list of credentials. Lou, who is also a Chartered Financial Consultant (ChFC®), successfully completed the advanced course work and qualifying examination to earn this professional certification, which reflects a depth of knowledge and commitment to excellence in this area of wealth management. Congratulations on your achievement, Lou!

Click here to read Lou Shinaman’s full professional bio.

Client Login

Click below to login to:

Charles Schwab

TD Ameritrade

RWMLink

Fidelity

Destiny Estate Planning