Certified Finance Specialists Ridgefield CT

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R. Allen Purkiss
Purkiss Capital Advisors, LLC
(203) 431-5862
62 Barry Avenue
Ridgefield, CT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Arconti
Arconti Financial Advisors, LLC
(203) 778-4100
152 Deer Hill Avenue, Suite 102
Danbury, CT
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

David Otto
Otto & Associates, Inc.
(914) 232-5379
200 Katonah Avenue
Katonah, NY
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, D.Min.

Robin Sherwood
HTG Investment Advisors, Inc.
(203) 972-8262
50 Locust Avenue
New Canaan, CT
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, College/Education Planning, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Anthony DeVito
ADV Investment Management & Financial Planning
(914) 738-6313
100 South Bedford Road
Mt. Kisco, NY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Christopher Kuehne
Independent Financial Advisors
(914) 764-0367
24 Waterbury Way
Pound Ridge, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Brian Shea
Shea Financial Advisors
(203) 966-9651
45 Pine Street, Unit 4A
New Canaan, CT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Timothy Clark
Greystone Wealth Advisors LLC
(914) 232-3773
100 South Bedford Rd
Mount Kisco, NY
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, High Net Worth Client Needs, Middle Income Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Elizabeth Cox
Cox Financial Services, LLC
(203) 221-2799
191 Post Road West
Westport, CT
Expertises
Divorce Planning, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, EA

Become a Finance Specialist

by Blanche Evans

As real estate agents search for new ways to brand themselves as specialists in the real estate transaction, training in the financial aspects of real estate buying and selling is more important than ever. A designation offered by the Residential Financing Council could be an important factor for agents who want to keep themselves at the center of the transaction.

The "Certified Finance Specialist (CFS(r) designation is designed to signify competence and experience in the area of real estate finance, says says Charles Dahlheimer, president of North American Consulting Group, Inc., and former president of REBAC and cofounder of the Accredited Buyer Representative (ABR) designation. Open to real estate and mortgage professionals, the designation is designed to bridge the link between the growth of buyer agency and a new focus on financing.

"The successful agent of the future will be recognized as a professional counselor and negotiator, one who can help the consumer interpret and evaluate information, provide advice and counsel, structure negotiating strategies and manage all aspects of the real estate transaction," says Dahlheimer.

As consumers become empowered with vast amounts of property information via the Internet, their confidence in agents hasn't necessarily grown. Brokers and agents complain across the country of commission compression, and competition from limited service or discount brokerages has put more pressure on traditional agents to distinguish themselves from low-cost competitors in new ways.

According to the "Future of Real Estate Brokerage," a study commissioned by the NAR, the number of real estate transactions has increased, but brokers are not reporting a comparable rise in profitability. In order to restore and enhance profitability, the broker will employ higher-cost technologies to serve consumers more efficiently and develop ancillary services to reduce dependence on commissions as revenue generators, all of which could result in a "a shift of power away from the agent toward the brokerage firm."

Dahlheimer sees an agent well-versed in finance as an asset to the consumer and the brokerage. The proliferation of loan products and the increase in unprincipled lenders using predatory practices, and the rise in buyer's agency all point the way to him that finance is the next great consumer opportunity.

"If the real estate agent is truly representing the buyer's best interests in the transaction, it is necessary for the agent to know what options may be available and to counsel the buyer not only in seeking out the best options, but also in helping them interpret the data that is available," says Dahlheimer.

The designation course is designed to teach agents how to detect and assist the buyer to challenge "junk" fees, to educate them about credit scoring and "A", "B" and "C" paper loans, and how to help buyers pick the loan that's best for their circumstances. Seller's agents are instructed to off...

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