Becoming a Certified Retirement Financial Advisor

Darcy Bergen

Finance professional Darcy Bergen founded Arizona-based investment advisory firm Bergen Financial Group in 2003. A Certified Retirement Financial Advisor, Darcy Bergen has provided clients with tailor-made solutions to preserve their wealth throughout their lifetime.

Financial advisors who can demonstrate at least three years of experience in the field are eligible to apply for a professional designation as a Certified Retirement Financial Advisor (CRFA). This designation is accredited by the National Commission for Certifying Agencies (NCCA).

CRFAs are particularly knowledgeable about the financial and insurance products that clients rely on in retirement. Well-informed in different types of retirement plans and how to communicate effectively with seniors, CRFAs are also trained to address concerns often raised by retired clients, such as passing down wealth and minimizing capital gains taxes.

Financial advisors can obtain a CRFA credential after successful completion of a 24-credit course load and a final exam. CRFAs must enroll in 15 hours of ongoing education annually to keep the designation current.

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Darcy Bergen

Darcy Bergen serves as a finance executive and entrepreneur.

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