Scott D. Sorrell, CLU, ChFC, CASL, CLTC
Scott D. Sorrell, CLU, ChFC, CASL®, CLTC a resident of Raleigh, recently earned both the Chartered Financial Consultant (ChFC) as well as the Chartered Advisor for Senior Living (CASL®) designations from The American College. Scott, who is a financial representative with Capitol Financial Solutions (CFS), successfully completed extensive study to earn the ChFC which is considered the most complete financial planning program and the CASL®, which focuses on the complexities of Retirement Income Education.
The ChFC program prepares financial professionals to meet the advanced financial planning needs of individuals, professionals and small business owners. Designees gain a sustainable advantage in their competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
The CASL® courses deliver practical education that helps students provide lifelong benefits to their clients. With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares the advisor to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards.
“We are proud of Scott’s achievement and his dedication to meeting the financial needs of clients,” commented Robert Turner, President & CEO of CFS.
With over five years of experience in investments and financial services, Scott is a graduate of the University of North Carolina at Chapel Hill, is certified in Long Term Care, and holds his life/health as well as the 6, 63, and 65 securities licenses. Scott is a member of the National Association of Insurance and Financial Advisors (NAIFA) a leading industry organization as well as a member of the prestigious Million Dollar Round Table (MDRT). More information about Sorrell’s professional career can be found on his website, http://www.scottsorrell.net.
