Location:
1776 Pleasant Plain Rd, Fairfield, IA 52556
Work:
Savin Your Health
Independent Consultant
Savin Wealth Management Oct 2015 - Apr 2019
Owner | Wealth Advisor | Fl Insurance Agent
Cambridge Investment Research, Inc. Oct 2015 - Mar 2019
Wealth Advisor
Nta Life Palm Beach Oct 2015 - Mar 2019
Benefits Specialist
Savin Your Wealth Oct 2015 - Mar 2019
Business Consultant
Education:
Port Richmond High School 1991
Ryerson University 1980 - 1990
Bachelor of Commerce, Bachelors, Marketing, Management
Insurance Institute 1982 - 1987
English Language Institute College of Staten Island Cuny
Skills:
Engineered Based Specialized Tax Services
Supplemental Insurance
Genetic Testing
Disability Insurance
Cost Segregation
Cost Reduction Reviews
Life Insurance
Specialty Tax Incentives
Accident Supplemental Insurance
Tax Planning
Commercial Real Estate Tax Incentives
Commercial Real Estate Tax Credits
R&D Tax Credits
Wotc
Teacher Protection Plans
Voluntary Employee Benefits
Cancer Supplemental Insurance
Heart Disease Supplemental Insurance
Dna Cancer Genetic Testing
Commercial Lines
Underwriting
Inland Marine
Construction Insurance
Brokers
Insurance Broker
Insurance
Commercial Insurance
Professional Liability
General Insurance
Umbrella Insurance
Claim
Reinsurance
Claims Management
Risk Management
D&O
Customer Service
Management
Working With Brokers
Directors and Officers Liability Insurance
Reality Based Financial Lifestyle Planning
Goals Based Financial Planning
Fiduciary
Wealth Management
Wealth Preservation
Wealth Accumulation
Investment Advisory
401 Retirement Savings Plans
Defined Contribution
Cash Balance Plans
Defined Benefit
Non Qualified Deferred Compensation
Self Directed Brokerage Account Mgmt
401K Rollovers
Insurance Planning
Insurance Strategies
Retirement Income Strategies
Retirement Planning
Lifetime Income
Annuities Specialist
Financial Planning
Investment Strategies
Business Continuity
College Funding Strategies
Financial Risk Management
Financial Technology
Fixed Income
Equities
Etfs
Mutual Funds
Health Savings Accounts
Roth Ira
Sep Ira
Iras
Traditional Ira
Simple Ira
Business Planning
Interests:
Animal Welfare
Environment
Certifications:
Cpr
Series 7
Series 63
Series 66
Series 24
Florida Insurance License 2-15
Financial Industry Regulatory Authority (Finra)
Florida Department of Financial Services
