The Beltz Ianni & Associates team of advisors are experienced professionals who hold credentials from some of the most respected and recognized financial industry groups.
Through rigorous preparation, training, testing, and continuing education our advisors have the knowledge and the skill to deliver the highest level of service to you.
- Qualified 401(k)Administrator (QKA)
- Qualified Pension Administrator (QPA)
- Certified Pension Consultant (CPC)
- Chartered Financial Analyst® (CFA®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Certified Family Business Specialist (CFBS)
- Certified Public Accountant (CPA)
- Enrolled Retirement Plan Agent (ERPA) – Our Enrolled Retirement Plan Agent can represent employers before the IRS and the Department of Labor in an audit scenario.
*ASPPA, NAPA and NTSA are part of the American Retirement Association.