Pensionmark Financial Group
Investment Management, Medicare, Financial Planning, Debt Management, Education, Financial, Estate Planning, Retirement Plans
States: All US, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia
States: All US, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
About
Fred has worked in the Financial Services industry since 1997. He is currently a Retirement Plan Consultant and CERTIFIED FINANCIAL PLANNER™ at Pensionmark Financial Group, LLC, a Registered Investment Adviser, serving both For and Non-Profit corporations throughout the US.
Fred has helped many plan sponsors with their Fiduciary Responsibility, Plan Governance, Improving Plan Features, and Enhancing Participant Outcomes. Fred is a Fiduciary on all his corporate accounts, thereby acting in the best interest of his clients. He is currently working with key Financial Partners to help employees create a budget, save into an emergency fund, consolidate high-interest rate debt, and successfully plan for retirement and other goals. He strongly believes in a ‘No Employee Left Behind’ approach.
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Fred has worked in the Financial Services industry since 1997. He is currently a Retirement Plan Consultant and CERTIFIED FINANCIAL PLANNER™ at Pensionmark Financial Group, LLC, a Registered Investment Adviser, serving both For and Non-Profit corporations throughout the US. Fred has helped many plan sponsors with their Fiduciary Responsibility, Plan Governance, Improving Plan Features, and...
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