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WELCOME to the website of the South Jersey Chapter of the Society of Financial Service Professionals.

The Society has 13,500 members affiliated with 190 local Chapters. Our members are dedicated to the concept of providing the highest quality professional financial services with the highest ethical conduct in the industry.

The South Jersey Chapter is a Gold Medal Award winner for achievement, programing and member benefits. With over 100 members located throughout the southern eight counties of the State of New Jersey the professional practice specialties are diverse and include:

Financial Planning

Retirement Counseling

Estate Planning

Business & Compensation Planning

Life, Health & Disability Insurance Planning

Multiple Risk Management

Qualified Plans

Employee Benefits.

To be accepted for regular membership in the Society, an individual must have achieved and demonstrated a high level of achievement in his or her professional career. Among other requirements, he or she must have achieved a recognized professional credential that required completion of an advanced curriculum of professional study. Currently, our members hold one, and in many cases several, of the following professional designations or professional marks:

CLU – Chartered Life Underwriter – The American College.

ChFC – Chartered Financial Consultant – The American College.

CFA – Certified Financial Analyst

CFP – Certified Financial Planner – CFP-Board of Standards.

CPA – Certified Public Accountant – American Institute of CPA.

CTFA – Certified Trust and Financial Advisor – American Banking Association.

JD – Jurist Doctor – Accredited College or University.

MSFS – Master of Science in Financial Services – The American College.

MSM – Master of Science in Management – The American College.

REBC – Registered Employee Benefits Consultant – The American College.

RHU – Registered Health Underwriter – The American College.


Thank you for visiting us. We hope to have the opportunity to meet with you in person in the near future.

‘Your financial success is our members’ business’  

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