Laurie Humphrey ’99, a financial advisor with Granite Financial LLC, earned the Retirement Income Certified Professional (RICP) designation from The American College of Financial Services, Bryn Mawr, Pennsylvania.
Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements and participate in The College’s continuing education program.
Using the most current techniques, RICP’s identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals.
Individuals who earn a RICP can provide experienced advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, and income taxation.
Humphrey was named to the Securities America Advisory Council in 2016. Securities America selects members of the advisory council from its top advisors. Council members represent a diverse mix of business, geographic regions and experience in the financial services industry.
Also in 2016, she was asked to participate as a panel member discussing long term care planning at the Fourth Annual Ladenburg Institute of Women & Finance Symposium in Chicago; her experience and expertise regarding long term care planning in unique.
Humphrey co-owns Granite Financial. Granite Financial provides comprehensive financial services in the areas of retirement, income distribution and long term care planning.
