C Neil Stalter
About C Neil Stalter
Neil Stalter Associate Partner Wealth Manager
Neil Stalter serves as an Associate Partner and Wealth Manager. In this role, Neil is responsible for providing comprehensive financial planning and wealth management services to clients. He offers personalized financial solutions to help clients manage their assets and achieve their long-term financial goals.
Neil Stalter Certified Financial Planner CFP
Neil Stalter holds the designation of Certified Financial Planner (CFP). This qualification signifies his capability to develop financial plans that encompass investments, insurance, tax strategies, retirement planning, and estate planning. The CFP title reflects his dedication to high ethical standards and thorough financial planning expertise.
Neil Stalter Chartered Financial Consultant ChFC
Neil Stalter is a Chartered Financial Consultant (ChFC). The ChFC designation indicates his specialized knowledge in financial planning, including insurance, income taxation, retirement planning, and investment strategies. This credential helps him deliver tailored financial advice to clients with various financial needs.
Neil Stalter Retirement Income Certified Professional RICP
Neil Stalter possesses the Retirement Income Certified Professional (RICP) designation. This credential certifies his expertise in retirement income planning, ensuring he can advise clients on creating a sustainable retirement strategy. It includes areas like generating income from assets and optimizing Social Security benefits.
Neil Stalter Certified Business Exit Consultant CBEC
Neil Stalter is a Certified Business Exit Consultant (CBEC). The CBEC designation enables him to guide business owners through the process of exiting their business with strategies to maximize the value. This includes exit planning, transition strategies, and preparing a business for sale or succession.