Expert Qualifications
This retirement plan expert received his BS in communications from the University of Utah and is a licensed chartered retirement planning counselor. He also possesses FINRA's Series 63, 6, 7, and 66 licenses. His prior work experience includes being a relationship manager for the RIA Channel of Fidelity Investments, a wholesaler for TIAA-CREF, and a senior retirement counselor for Transamerica Retirement Solutions. He is currently a retirement plan consultant for a consulting firm in Utah.
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