The Beltz Ianni & Associates team of advisors are experienced professionals who hold credentials from some of the most respected and recognized financial industry groups.
Through rigorous preparation, training, testing, and continuing education our advisors have the knowledge and the skill to deliver the highest level of service to you.
American Society of Pension Professionals & Actuaries (ASPPA)*
- Qualified 401(k)Administrator (QKA®)
- Qualified Pension Administrator (QPA)
- Certified Pension Consultant (CPC®)
- Qualified 401(k) Consultant (QKC)
National Association of Plan Advisors (NAPA)*
National Tax-Deferred Savings Association (NTSA)*
The International Foundation of Employee Benefits Plans
The American College of Financial Services*
*ASPPA, NAPA and NTSA are part of the American Retirement Association.
The organizations referenced are not affiliated with LPL Financial.
