1625 Oregon Avenue Philadelphia, PA 19145
New Jersey Location 37 Breckenridge Drive,Shamong, NJ 08088
1625 Oregon Avenue Philadelphia, PA 19145
New Jersey Location 37 Breckenridge Drive,Shamong, NJ 08088

Certified Senior Advisor

If you are a senior in today's world then you understand first hand how your financial service needs are growing and changing. You want to trust in an expert who is aware of the unique challenges that seniors face in the areas of health, finances, asset protection and a wide array of other concerns that are specific to seniors. Jacquey Dougherty has been a Senior Service Advisor in the Philadelphia and South Jersey area since 2004. With her credentials as a Certified Senior Advisor, Jacquey understands how to build effective relationships with seniors in order to meet the unique needs of this growing population. Jacquey Dougherty has a broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives.

Certified Senior Advisor

Jacquey Dougherty is has received specialized training in aging and the important issues that effect seniors. All CSA candidates must pass a challenging national exam to demonstrate their comprehension of what is taught in the CSA curriculum. A Certified Senior Advisor must pass an exam, meet all the requirements, and agree to live up to high ethical and professional standards in order to use the designation Certified Senior Advisor. When you work with a professional who has added the CSA designation to his or her credentials, you know you're working with someone who has invested time and effort in learning about the things that are important to you.

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