The mission of BNI is to help Members increase their business through a structured, positive and professional referral marketing program that enables them to develop long-term, meaningful relationships with quality business professionals.
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise and commitment to working with retirement plans.
MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Jessica Catalan qualified for the MDRT in 2017 and 2018. For more information regarding membership requirements, please visit www.mdrt.org.
The Financial Services Institute (FSI) has a clear mission to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.
At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans
The Junior League of Phoenix is an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.
LPL Financial is not affiliated with any other entities referenced. Logos are used with permission. (10/21)