Partial Listing of Current CSEP/CSRP Designation Holders

Current holders of the Certified Specialist in Estate Planning and Certified Specialist in Retirement Planning designations have the option to make their contact information available on this website. In some cases, biographical information is also included, or you can link to the website of a designation holder.

Please note that this list does not reflect the total of all CSEP and CSRP designation holders. If you are looking for a CSEP or CSRP in your area, and do not locate a name on this list, please call the National Institute at (610) 688-4574.

To perform a search, first select the program in which you are interested.