2 Park Avenue
New York, NY 10016
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About J.R. Gurrieri
CERTIFIED FINANCIAL PLANNER Practitioner Retirement Income Certified Professional Accredited Investment Fiduciary Wealth Management Certified Professional MBA with a concentration in Financial Management
I work very will with creatives who are the innovators, artists, entrepreneurs, inventors, and public figures looking to make a lasting impact on the world.
Fee-based, fee & commission, securities & insurance licensed, Flat rate/retainer fees, assets under management
RLP ® Since
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