07/14/2021

Congrats Bob on Passing RMA®!

Congratulations Bob Monte, CPWA®, RMA®, CAP® for achieving the advanced certification of Retirement Management Advisor® through the Investment & Wealth Institute®! This program is for financial professionals to expand their knowledge in building custom retirement income plans. This will better mitigate risk and produce better outcomes.

See More Like This: Congrats Alex for Earning CIMA® Designation!