The Benefits of Working with a CRFA

​President of Bergen Financial Group in Peoria, Arizona, Darcy Bergen has been a financial advisor for 20 years. As a part of helping seniors with their retirement planning, Darcy Bergen holds the Certified Retirement Financial Advisor (CRFA) designation.

The CRFA designation directly benefits seniors and retirees working with a CRFA because it focuses on helping the financial planner with understanding the complexities of retirement planning. This designation indicates that the person is a qualified retirement planning advisor. They must enroll and pass a course that covers extensive areas in retirement planning, and then they must sit for their exam. Once they receive the CRFA designation, they must enroll in 15 hours of continuing education every year, which ensures the financial professional keeps their skills up to date.

These advisors offer their clients a host of benefits related to saving money or finding ways to maximize their retirement wealth. Some services they provide are dispensing advice on estate taxes and planning, reducing capital gains taxes, maximizing social security benefits, helping plan for grandchildren’s education, and providing information on insurance products.

Darcy Bergen ; Requirements for Obtaining the CRFA Designation

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