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Myles German, CFP®, RICP®, CDFA

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 show

    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.
  • .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