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Dan Crisona Earns His AIF® Designation
Covenant Wealth Strategies
is excited to announce that
Client Concierge has earned his Accredited Investment Fiduciary
is a distinguished designation in the financial services industry.
o earn the designation, candidates must complete comprehensive courses of study and pass a final exam. They
must also pledge to adhere to the Code of Ethics and Conduct Standards.
"Dan has demonstrated his strong commitment to our Covenant Wealth Strategies team and to our clients. We are very proud of Dan and his desire for continuous education," said Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA®, President and CEO of Covenant Wealth Strategies.
Dan joined Covenant Wealth St
rategies in July of 2021 and has his Series 7 and 63 securities licenses with LPL Financial. Prior to joining Covenant, Dan worked in the private bank ultra-high net worth group as a Client Service Associate with a Fortune 500 corporation. His passion for hospitality and finance make him a valuable asset to our team. He brings a wealth of knowledge from corporate America, along with top notch service skills.
contact our office
or 302.234.5655 if you are interested in speaking with our team or learning more about how Covenant Wealth Strategies can serve your financial well-being.