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  • 1804 Financial Group

  •  3141 Fairview Park Dr., Suite 250
    Falls Church, VA 22042
  • Map and Directions
  • Phone: 703-205-0312
  • Equitable Branch Office
  • 3141 Fairview Park Dr., Suite 250
    Falls Church, VA 22042
  • Branch Phone: (703) 205-0312
  • Branch Fax: (703) 207-0942

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to