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Online Resumes with "life insurance review"

Wealth manager, trust officer, Holland, MI. Wealth manager, trust officer, Redlands, CA.

Tags for this Online Resume: consultantant, investments, estate planning, financial planning, life insurance review, trust settlement

Personal Financial Advisor - 20 Years of Experience - Near 94523

Actively pursuing a role as a financial consultant for established firm, providing support with plan design, product selection, investment portfolio design and life insurance reviews. Objective is to build my own book of business over time while acting as a resource to other financial planners or CPAs and their clients.

Tags for this Online Resume: San Francisco, Walnut Creek, life insurance, investments, annuities, mutual funds, Morningstar, excel