Overview

I have an extensive background working with 401k plans and group benefits. I have the CRPS and the CPFA designations. I also work with the individuals on retirement planning. My practice is moving and focusing on the advisory. I am looking to expand and grow my business.


Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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