Meet our experienced team of professionals
At Longview Financial Advisors, we believe in lifelong learning and because of that, we have built an environment that attracts highly motivated and skilled employees. All of our lead and associate advisors are CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals. Additional certifications held by team members include: Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), Chartered Advisor in Philanthropy (CAP®), Certified Private Wealth Advisor (CPWA®), Chartered Life Underwriter (CLU®), ACCREDITED ESTATE PLANNER® (AEP®), and Chartered Retirement Planning Counselor (CRPC®).
Click below to learn more about each of the Longview team members:
