Joe Dazey CFP, CLU, ChFC, CASL*
Executive VP of Investments
In the Financial Services Industry Since 1983.
Professional Credentials:
- Holds
- CLU
- ChFC
- CASL
- CFP*®
- FINRA Series 6,7,63,65
- Licensed for Life, Accident and Health
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.