Rob Rooney, LUTCF, CFS, Mader-Bagely State Farm Insurance Agency has earned the Chartered Financial Consultant (ChFC) professional designation from The American College, Bryn Mawr, PA.
Candidates for the ChFC designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
As financial planning’s highest standard, the ChFC program prepares professionals to meet the advanced financial needs of individuals, professionals and small-business owners. ChFCs can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC can provide expert advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Rooney joined the Mader-Bagley State Farm Agency in 2013 and has been in the financial services industry since 1991. During this time, he has partnered with individuals, families, business owners, charitable organizations and institutions to help them identify and reach their financial goals. Throughout his career, he has held active membership in local, state and national industry associations and also holds the LUTCF and CFS designations.
Never miss a local story.
The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, the college has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years.
For more information, visit TheAmericanCollege.edu.