Credentials

EXPERIENCE 

For over 35 years Michael Jimenez CFP, CRPS, ChFC, CLU has worked with individuals, corporations, small business owners, and non-profit organizations by designing, implementing, and help managing their retirement plans and financial goals. 

CERTIFICATIONS

 BSBA from the University of Colorado

Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) Designations from The American College studies included:

• Fundamentals of Financial Planning  
• Income Taxation
• Individual Life Insurance  
• Life Insurance Law
• Group Benefits    
• Planning for Retirement Needs
• Estate Planning Applications   
• Wealth Accumulation Planning
• Fundamentals of Estate Planning  
• Planning for Business Owners and Professionals
• Financial Planning Applications  
• Investments
• Financial Decision Making at Retirement

Chartered Retirement Plans Specialist SM (CRPS®) designation from the College for Financial Planning® studies included:

• Types & Characteristics of Retirement Plans
• Individual Retirement Accounts (IRAs)
• SEP, SIMPLE & SARSEP Plans
• Defined Contribution Plans
• Defined Benefit Plans
• Fiduciary Issues, Prohibited Transactions, Claims & Examinations
• Nonprofit Organization & Government Plans
• Qualified Plan & IRA Distributions
• 401(k) Plans
• Plan Design, Installation, Administration & Amendments
• Plan Establishment, Operation, Investment Objectives, Penalties & Termination

CERTIFIED FINANCIAL PLANNER™ professional (CFP®) Issued by the CFP Board of Standards studies included:

• Financial Planning Process
• Tax Planning
• Employee Benefits and Retirement Planning
• Estate Planning
• Investment Management
• Risk Planning

  LICENSES

FINRA Examinations

Series 6 investment company products/variable contracts Representative    

Series 63 - uniform securities agent state law 

Series 26 investment company products/variable contracts Principal     

Series 66 –   uniform combined state law and uniform investment advisors law

State of Colorado Life, Accident & Health License & State of Colorado Variable Contract License

Registered in the following states:

 California    Colorado    Conneticut    Delaware Georgia    Hawaii        Massachusettes   

Minnesota    Montana    New Mexico    Ohio    Oklahoma    South Carolina    Texas  Virginia