Dave McNaughton obtains CLA designation
Written by Dave McNaughton   
April 16, 2007

Press Release

The Gregg Knight Team
Gregg Knight, CLA
2120 Main St. Suite 240
Huntington Beach, CA. 92648

Contact: Dave McNaughton
(714) 960-3395 For Immediate Release



Financial Advisor earns expert certification

Dave McNaughton, financial strategist for The Gregg Knight Team in Huntington Beach, CA, has completed a two day training event held by KendallTodd, Inc. in North Carolina to earn the Certified Liability Advisor (CLA) designation. The program, Manage Liabilities Into Assets, provided an intense two day education that involved various liability management concepts, strategies, and case studies.

The program is offered to financial advisors to assist them with the integration of their client’s borrowing and related liabilities as a core step toward financial independence. Completion of the training allows Dave to provide consumer advice on how to best build wealth through the effective management of liabilities. Dave may also now act as an instructor for Realtors and CPAs needing state required continuing education credits.

Dave was quoted as saying: “My main reason for completing this education was to help my clients avoid unnecessary wealth transfers to banks and lending institutions that could be directed toward their own future life style needs.”

Dave has been a financial strategist in the Huntington Beach area for more than 4 years.

For additional information about this release contact Dave at (714) 960-3395.
About the Press Release
Dave McNaughton, financial strategist for The Gregg Knight Team in Huntington Beach, CA, has completed a two day training event held by KendallTodd, Inc. in North Carolina to earn the Certified Liability Advisor (CLA) designation.


 
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