Barrett Asset Management Partner Earns Retirement Income Certified Professional® (RICP®) Designation

Share Article

Christina Bater, CFP® deepens knowledge to help clients attain a secure and sustainable retirement.

"My passion is helping clients plan for and navigate points of transition in their lives." - Chris Bater, Managing Director

Barrett Asset Management, LLC, is pleased to announce that Christina Bater, CFP® has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethic requirements, and participate in the College’s continuing education program.

The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.

Chris Bater, Managing Director, said, “My passion is helping clients plan for and navigate points of transition in their lives. I am excited to utilize the knowledge gained through the RICP® designation studies to continue to help our clients attain a secure and sustainable retirement.    

During its eighty-three-year history, Barrett has helped high-net-worth individuals, families and non-profit institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm.

Chris has been a part of the Barrett family for more than 30 years, working closely with multi‐generational family relationships and high‐net‐worth clients to manage a holistic wealth management approach, integrating the firm’s core investment advisory offerings with financial planning and wealth management solutions.

About Barrett Asset Management
Since 1937, Barrett has been putting its clients first — working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each customized wealth plan and investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. To learn more about Barrett, please visit http://www.barrettasset.com.

About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu

About Certified Financial Planner Board of Standards Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Erin Seeger
Visit website