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.

American Society of Pension Professionals & Actuaries (ASPPA)*

National Association of Plan Advisors (NAPA)*

National Tax-Deferred Savings Association (NTSA)*

The International Foundation of Employee Benefits Plans

Fi360

CFA Institute

The American College of Financial Services

CFP Board

American Institute of CPAs

  • Certified Public Accountant (CPA)

Internal Revenue Services

  • 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.