BCG Securities, Inc. & Benefit Consultants Group since 2003
Retirement Plan Consultant & Sr. Advisor
Pan-American Retirement & Investment Services Aug 1997 - Mar 2003
Regional Vice President
CIGNA Retirement & Investment Services 1985 - 1997
Regional Pension Consultant
Education:
California State University-Northridge
graduate studies, Special Education and Teaching
The University of Connecticut
Bachelor of Science, Special Education
Skills:
401K Retirement Planning Retirement Pensions Investments Employee Benefits Financial Services Qualified Retirement Plans Erisa Mutual Funds Investment Strategies Financial Planning Wealth Management Investment Management Insurance Asset Allocation Financial Advisory Benefits Administration Defined Benefit Series 63 Retirement Plan Consulting Series 7 Business Planning Series 6 Strategic Financial Planning Fixed Annuities Iras Risk Management Life Insurance Asset Management Finra Securities Estate Planning Alternative Investments Investment Advisory Profit Sharing Relationship Management Term Life Insurance Long Term Care Deferred Compensation Pension Administration Wealth Management Services Defined Contribution 401K Rollovers Etfs Retirement Savings Financial Planners Succession Planning Human Resources Fiduciary
Interests:
Retirement/Invesment Trends Art Reading Health College Basketball Jewelry Making Children Skiing Environment Education Human Rights Dogs Civil Rights and Social Action Enjoying the Beach Poverty Alleviation Disaster and Humanitarian Relief Dining Out Economic Empowerment Running/Exercise Animal Welfare Arts and Culture
Awards:
Advisor of the Year: 2009, 2010, 2012 BCG Securities, Inc.
Retirement and Investment Consultant/Advisor - with over 20 years of experience in the qualified retirement plan and investment business, working with... Retirement and Investment Consultant/Advisor - with over 20 years of experience in the qualified retirement plan and investment business, working with individual and corporate clients in the western U.S./California. Emphasis: employee education, investment analysis, fiduciary protection, plan...
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