- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Investment Companies
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Rga Investment Advisors LLC||10 years, 9 months||Jan 2009 - Present|
|General Atlantic||3 years, 11 months||Jan 2006 - Dec 2009|
Designations & Memberships
American Institute of Certified Public AccountantsMembershipThe American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
Certified Public AccountantDesignationThe Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
Personal Financial SpecialistDesignationIndividuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.
Articles and Answers
Insights by Jason Gilbert
AnswersAsk a financial questionAsk a question
|Where I would find the fees charged to manage my 401K account.
Generally you should contribute to the maximum of the company match and contribute additional monies to self-directed qualified plans (either a ROTH or Traditional IRA, depending on your income level and potential tax savings). If you work with a CPA or qualified tax advisor, they should be able to...  (more)
Answered Nov 2014
Licenses & Conducts
Rga Investment Advisors, LLC
$25.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$198.4KEstimated Average Account Balance