The Society of Certified Senior Advisors® is a national organization that has trained over 14,000 professionals in all 50 states and the District of Columbia. Successful participants complete a thorough examination to earn the Certified Senior Advisor, CSA™ designation. Certified Senior Advisors take educational initiatives to become professional leaders in meeting the key needs and issues concerning senior citizens.

Professionals in the fields of medicine, insurance, investments and recreation require a broad spectrum of information to serve the needs of seniors. Be they financial, medical or social, senior concerns are different from 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 development, practices, and research about senior citizens.

Certified Senior Advisors participate annually in continuing education provided by the Society. TriSummit Investment Advisors is proud to offer Certified Senior Advisor (CSA) services that adhere to the CSA code of professional responsibility that includes the signed to CSA Canons.

 

 

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