Myles German, CFP®, RICP®, CDFA

Partner

 

  • Bachelors and Master in Civil Engineering from The Cooper Union (NY)
  • Works closely with your CPA and attorney as applicable to craft a customized strategy to help meet your needs
  • Holds the FINRA Series 6, 7, 63 and 65 licenses as well as the life and health insurance license
  • Licensed to do business in various states
  • Has presented numerous workshops for clients as well as for their CPA and attorney advisors
  • Past guest speaker on Steve Crowley’s Money Channel radio talk sho
  • myles.german@equitable.com
  • CFP disclosure must appear on marketing materials (bios, invitations, social media, websites, etc.) when FP uses the indicated title and remember CERTIFIED FINANCIAL PLANNER must be all caps with the TM following and the word “professional” (“certificant”, “practitioner” and other qualifiers are not permitted) must appear in small case as part of the title:

     

    CERTIFIED FINANCIAL PLANNERTM professional –

    CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

     

    Use of CFP® initials would not require disclosure, however the registration mark ® is required.

  • The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA,which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com

California Insurance License #: 0E30137


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.