Local Financial Advisor Earns Chartered Life Underwriter® Designation

Dec. 9, 2013 - PRLog -- Kristopher Olexy (http://www.kristopherolexy.com/),  a resident of Richmond, VA, recently earned his Chartered Life Underwriter^® (CLU^®) designation from The American College

Olexy, who is a financial professional with Capitol Financial Solutions (http://www.capfs.com/), a local financial services firm, successfully completed extensive study to earn the respected designation.  This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, business owners, and professional clients

Once the program is completed, a CLU^® can provide advice on a broad range of life insurance topics.  Candidates for the CLU^® designation must complete a minimum of eight courses and 16 hours of supervised examinations.  They must also fulfill stringent experience and ethics requirements

CLU^® coursework includes

·         Planning for Retirement Needs

·         Financial Planning: Process and Environment

·         Planning for Business Owners and Professionals

·         Fundamentals of Estate Planning

·         Income Taxation

·         Individual Life Insurance

·         Fundamentals of Insurance Planning

·         Life Insurance Law

“We are proud of Kristopher’s achievement and his dedication to meeting the financial needs of clients,” commented Robert C. Turner, President & CEO of Capitol Financial Solutions, which has main offices in Richmond, VA and Raleigh, NC.

With over 11 years of experience in insurance and financial services, Kristopher is a graduate of Virginia Tech University, certified in Long Term Care and holds his life/health as well as multiple securities licenses.

For more information about Kristopher, please visit his website at www.kristopherolexy.com or contact him via email at kolexy@capfs.com  or by phone at 804-665-1518.

About Capitol Financial Solutions

Capitol Financial Solutions has a team of over 80 experienced professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals and advisors.  For more information, please visit www.capfs.com

Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 197, Clarendon Street, Boston, MA 02116.  Neither Signator Investors Inc nor its representatives provide tax or legal advice. Please consult your tax or legal professional for guidance.