Professional Credentials

Experience provides perspective. Professional credentials provide an independent measure of education, training and professional standards.

Steven Silber is a CFP® professional. CFP® certification is granted by CFP Board to individuals who satisfy its education, examination, experience and ethics requirements.

CFP® professionals must maintain their certification through continuing education and adherence to CFP Board's standards. When providing Financial Advice to a Client, a CFP® professional is required by CFP Board to act as a fiduciary and therefore in the client's best interests.


Steven Silber also holds the Certification in Long-Term Care (CLTC®) designation, a professional credential focused on the discipline of extended-care planning and the consequences that extended-care needs can have for individuals and families.

Established in 1999, the CLTC® program provides specialized education in long-term care planning. Steven's CLTC® education complements his broader experience with retirement, longevity, risk management and long-term financial decision-making.

Independent Credential Resources

CFP Board

Official information regarding CFP® certification and professional standards.

VISIT CFP BOARD

FINRA Professional Designations Database

Independent information about the CLTC® designation, including qualification, training and continuing education requirements.

VIEW FINRA DATABASE

Maintaining Professional Credentials

Professional credentials are not one-time achievements. Maintaining CFP® certification requires ongoing continuing education, including ethics education, while maintaining the CLTC® designation also involves periodic renewal education.

Steven views continuing professional education as an important part of staying current as financial planning, retirement, longevity and extended-care considerations continue to evolve.