Professional

 


Andrew Lich has been part of the financial services industry since 1998. 

 

Education:

  • B.A. - Personal Finance from University of Missouri-Columbia (MIZZOU)

  • CFP® -  CERTIFIED FINANCIAL PLANNERTM

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

  • CHFC® - Chartered Financial Consultant 

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

  • CLU® - Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.

  • CASL® - Chartered Advisor for Senior Living

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions

  • RICP® - Retirement Income Certified Professional                        

The Retirement Income Certified Professional (RICP®) designation focuses exclusively on practical ways to structure effective retirement income plans.  The risks clients face-economic, and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs-mean financial professionals need all the latest thinking and techniques to serve the clients' changing needs.

 

Awards and Recognition:

  • Million Dollar Round Table Qualifying Member: 2004-2012 
  • Million Dollar Round Table Qualifying/Life Member: 2013-2014 
  • National Quality Award: 2006-2013

 Associations and Memberships:

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Million Dollar Round Table (MDRT)
  • Mizzou Alumni Association

 

 

Andrew Lich, CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Ames, Harre, Rubbelke, Lich and Associates

 

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