Did you know that Naples and Marco Island has its very own Certified Senior Advisors?
Posted by Kim Chen on December 1st, 2015
What is a Certified Senior Advisor (CSA)? A CSA is a professional who has knowledge about aging and the important health, social and financial issues that affect the majority of seniors. Typically, CSAs already have expertise in a professional discipline – home care, senior housing, law, real estate, health care, clergy, insurance services, and financial planning – and have chosen to supplement that existing professional knowledge with the CSA education. While many are licensed in their professional discipline, it is only after they meet all eligibility requirements that they may use the designation of Certified Senior Advisor.
Our very own Gail Buckman (Naples) and Terri Ballo (Marco Island) have received this education and are privileged to use the CSA designation. When you work with Gail or Terri, you are working with someone who has invested time and effort in learning about the things that are important to you. They have become CSAs because they want to learn more about the health, financial and social aspects of being age 55 or older. They will make specific efforts to earn your trust. And they are committed to the ongoing CSA continuing education standards that require regular training in dealing with the issues facing seniors today.
Contact either of them today to find out more about the Elder Planning and Support Services available to Marco Island seniors! Gail can be reached at the Naples Office – 239-262-1040; Terri can be reached at the Marco Island Office – 239-394-7502.
