Financial planner earns designation to serve seniors

Lee Schuh, a Westlake Village-based financial planner, recently completed a comprehensive course on priority senior issues conducted by the Society of Certified Senior Advisors. Successful participants complete a thorough examination to earn the Certified Senior Advisor (CSA) designation.

Professionals in the fields of medicine, insurance, investments and recreation require a broad spectrum of information to serve the needs of seniors. Whether financial, medical or social, seniors’ concerns are different from those of other age groups.

The Society of Certified Senior Advisors keeps the professional abreast of all these issues by providing education, monthly updates, support and marketing assistance regarding new developments, practices and research about senior citizens.

Reach Schuh for more information at (805) 660-5556.