President Nate Parrish is proud to announce that Aurelio Callope of our First Citizens State Bank Investment Services Department has received accreditation as a Certified Retirement Counselor® (CRC®).
As an LPL Registered Financial Advisor, Aurelio’s customers have access to a variety of financial products and services including professional money management, retirement planning, stocks, bonds, mutual funds, annuities, IRAs, life insurance, long-term care insurance, and more. As a Certified Retirement Counselor®, he is the person to see for any retirement questions or planning a person might have.
Aurelio Callope stated, “I have been a Whitewater resident for over 30 years and graduated from the University of Wisconsin - Whitewater with a Bachelor of Business Administration Degree in Finance. Here at First Citizens Investment Services, my goal is to focus on the unique set of financial circumstances you and your family face.
Getting to know you and understanding your personal needs and goals allows me to create a customized wealth management strategy aligned with your short and long-term objectives. Plus, by building a lasting, personal relationship with you, I am able to help you anticipate and plan for the future.”
“Our office can help you address your needs for today and for many years to come. I look forward to working with you through all stages of your life; please call for a complimentary financial consultation at (262) 473-1408.”
The CRC® program uniquely enhances a professional’s understanding of retirement planning concepts and principles, while demonstrating their commitment to the retirement planning profession. The CRC® certification is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party program accreditation signifies that CRC® certificants are an elite group of qualified retirement professionals among the array of retirement-related designations available today.
InFRE, is a 501(c)(3) non-profit educational organization devoted to raising the retirement readiness of the American worker. Since 1997, InFRE has accomplished this mission by operating as a highly respected independent and objective educational resource for retirement planning-focused professionals.
For more information about retirement services provided through First Citizens State Bank Investment Services, contact Aurelio Callope at 262-473-1408 or e-mail at email@example.com or visit our website at www.fcinvestmentservices.com.