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Casey Marx Awarded Prestigious Designation

Casey Marx RICP, founder of Crown Haven Wealth Advisors, has been awarded the prestigious designation Retirement Income Certified Professional (RICP) from The American College of Financial Services. RICP® prepares the advisor to help clients obtain and benefit from a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client’s retirement.

Established in 1927, the American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation, dedicated to creating leaders within the financial services profession through superior instruction. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and proven results that create sustainable advantages for our students. More information about The American College: https://www.theamericancollege.edu/designations-degrees/RICP

Casey Marx RICP, President of Crown Haven Wealth Advisors, is a graduate of Central Washington University and Yale School of Business. Casey specializes in individual attention to his client’s needs and assists them in building a sustainable retirement income.

 

Crown Haven Wealth Advisors
11495 North Pennsylvania Street, Suite 201
Carmel, IN 46032

317 564-4691

www.crownhaven.com

 

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