Dwayne Clendaniel, CRPC†
Vice President, LPL Financial Advisor
Since 2003, he has been helping Sharonview Federal Credit Union members plan for their financial futures. He has been in the financial services business as a General Securities Representative for over 25 years.
Dwayne has been a Chartered Retirement Planning Counselor (CRPC) since 2007.
The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning and more.
Dwayne's education and qualifications include:
Chartered Retirement Planning Counselor (CRPC)
Series 7, 63 and 65 registrations held with LPL Financial
North Carolina Life Insurance/Variable Life/Variable Annuity
North Carolina Long Term Care Insurance Licensed
Member of Financial Services Institute
Bachelor of Arts in Mathematics, minor in Business, at Southern Wesleyan University, SC
Dwayne lives in Charlotte, NC, serving members of the Charlotte, Salisbury and surrounding areas. He is supported by Ginger Boucher, Sharonview Financial Services Marketing Coordinator.
To schedule an appointment with Dwayne, email him at Dwayne.Clendaniel@Sharonview.org.