Tom Caskey Earns Certified Liability Advisor™ (CLA™) Designation

By: Caskey Loan Team
SAN DIEGO - July 13, 2023 - PRLog -- Chapel Hill -- KendallTodd, Inc. announced the graduation of Tom Caskey from Borrow Smart University (  The CLA™ graduate is part of the premier industry designation for lending professionals who desire to assist their clients in managing their liabilities to increase their wealth.  The course requires over 30 hours of study, reflection and engagement and utilizes over 300 pages of course materials.  Graduates must pass exams to complete the course.

Todd Ballenger is the founder of Borrow Smart University, he is also the Chancellor of the National Institute of Financial Education (  He states, "for a lending professional, evolving into a Financial Educator is a way to truly express and enhance the value they bring to their clients and their families over their financial life.  Viewing both sides of a client's balance sheet is critical to maximize personal financial independence," says Ballenger.

Tom Caskey states that as a graduate of the program, "I've increased my creativity, capacity and capability to help consumers transform liabilities into assets.  Moving from being a lender to a liability advisor helps our team maximize how we work with consumers, financial advisors, and Realtors.  If you'd like to learn more about my company and what we do please visit

Tom Caskey, C2 Financial
Source:Caskey Loan Team
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Location:San Diego - California - United States
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