Certified Retirement Counselors (CRC)

One of the questions we get is with regards to our Certified Retirement Counselor (CRC) designation. People want to know what it is and how it makes us different.

Back in the early 1990’s, Michael Masciorini was a part of a Retirement Planning Group with Smith Barney. This was well before being a part of team, let alone specializing in retirement planning, was a thing. It was his passion to work with those that were either planning for, or living in retirement.

Retirement is such a big moment in someone’s life. They work their whole lives, to be given an opportunity to enjoy their retirement years, and they don’t have a whole lifetime to earn it all over again.

We take that responsibility very seriously. That’s why we went out and obtained our Certified Retirement Counselors (CRC) designations. Becoming a CRC involves earning a credible certification that meets highly rigorous independent accreditation standards. You must pass an exam that demonstrates a mastery of both retirement accumulation and distribution planning concepts.

We understand that you have many options when it comes to wealth management and hope the CRC designation is another way you can understand how we are different.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, LA, MN, MO, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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