CSA People

Congratulations CSAs!

We are immensely proud to honor and celebrate the remarkable achievements of the Certified Senior Advisors who have dedicated two decades or more to this esteemed role. Your unwavering commitment and profound expertise have not only shaped the landscape of senior advisement but also significantly enhanced the lives of countless older adults. Your 20-year milestone is a testament to your dedication, professionalism, and the profound impact you have made in your community. Today, we extend our deepest congratulations and heartfelt gratitude for your exemplary service and enduring dedication as a Certified Senior Advisor®.

Armen A Abrahamian 7/31/1998 Long Term Care Insurance LLC 26
Carl W. Baehr 9/30/1998 Franklin Financial Planning & Consulting 26
C. William Biggs 4/30/1999 Affiliated Advisors 25
Elisabeth H. Burton 11/7/1997 CyberLTC 26
Philip J. Carbine 8/31/1998 Philip J, Carbine 26
Marvin S. Cohen 2/21/1999 Clock Insurance & Financial Solutions Inc. 25
Janet E. Colborn 8/31/1998 Colborn Associates 26
Michael W. Evans 11/29/1998 Legacy Group 25
Rick C. Floyd, M.CFC 2/1/1999 California Public Safety Administrators 25
Patti Goldfarb 5/31/1999 Employee Benefits Advisors Group 25
Howard T. Kaufman 9/30/1999 Kaufman Financial Services, Ltd. 25
Cuong Le 1/31/1999 Cuong Le CPA Inc 25
Don C. Leander 1/30/1999 Financial Planning Strategies, LLC 25
Anthony J. Mauro 6/1/1999 Tax Doctor Inc. 25
Ralph A. Minichino 5/15/1999 Minichino Wealth Management, LLC 25
Lewis H. Perkins CFP, CLU 2/27/1998 Comprehensive Financial Solutions, Inc. 26
Edwin J. Pittock 7/31/1997 SCSA 27
Gary Roesing 1/10/1999 Roesing Financial Group 25
Reina L. Schlager 3/13/1999 Reina Schlager 25
Michael J. Sobel 7/31/1999 Michael J. Sobel Financial Services 25
Carl L. Walbert 9/30/1998 First Solution Financial 26