Danbury financial planner earns special-needs certification
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Looking to fill what he sees as a hole in the financial planning industry, Patrick Doherty of Danbury-based Reby Advisors recently earned the credentials to become a Chartered Special Needs Consultant from the American College of Financial Services. “There’s a need for it,” he said, noting many families with children and adults with special needs do not have basic financial plans in place.
Bosak, Chris, "Danbury financial planner earns special-needs certification" (2016). In the News. 1603.