About Discovery Financial

Discovery Financial recognizes the value and trust you place with us in helping you plan for your financial goals and needs. Our mission is to create financial confidence and to help build your wealth by design - not by default.

The LPL Financial Advisors at Discovery Financial believe in providing the most up-to-date and accurate information as possible. To do that, we are constantly participating in on-going financial education. Some of our advisors have also obtained, along with their required federal and state licenses, more advanced designations in the financial services profession.

Accredited Investment Fiduciary (AIF®) – Obtained through Fiduciary 360, The Accredited Investment
Fiduciary (AIF®) designation allows a financial advisor to provide fiduciary advice to retirement plan trustees and employees.

Chartered Financial Consultant (ChFC®) – Obtained through The American College to professionals who have completed an eight-course curriculum focused on financial planning and have passed a series of written exams. The ChFC® is maintained by adhering to an ethical standard set forth by The American College and by completing 30 hours of continuing education every two years.

Chartered Life Underwriter (CLU®) – Widely recognized as the highest level of studies in the life insurance profession. The designation is earned through The American College by completing an eight-course curriculum and by passing a series of written exams. Emphasis on life insurance needs for individuals, business owners, professionals, including income replacement, estate planning and wealth transfer. The CLU® is maintained by adhering to an ethical standard set forth by The American College and by completing 30 hours of continuing education every two years.

Chartered Retirement Planning CounselorSM - or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement” for their clients. There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

Master of Science in Financial Services (MSFS®) – The MSFS® is an accredited master’s degree awarded by The American College, a non-profit educational institution. The MSFS® graduate program provides advisors with in-depth education to help them analyze, plan and implement integrated strategies in financial planning. This academic degree includes ten required graduate courses and two electives in advanced financial planning topics.