- -Comprehensive Financial Planning
- -Retirement Planning
- -Tax Planning
Funds Used With Clients
Firm Client types
|Marathon Retirement Planning, Inc.||2 years||Jan 2016 - Present|
|Marathon Retirement Planning, Inc.||2 years, 3 months||Oct 2015 - Present|
|Insight Capital Management||5 years, 1 month||Dec 2012 - Present|
|Rice Pontes Capital, Inc.||5 years, 6 months||Jul 2012 - Present|
|Dominion Securities||2 years, 3 months||Apr 2010 - Jul 2012|
|Canaccord Capital Corporation USA Inc.||1 year, 3 months||Jan 2009 - Apr 2010|
|Canaccord Capital Corporation||1 year, 9 months||Jul 2008 - Apr 2010|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Advisor for Senior LivingDesignationDesignees are knowledgeable of the unique needs of older clients including the financial, psychological, and sociological issues surrounding the senior community.
Articles and Answers
Licenses & Conducts
Marathon Retirement Planning, Inc.
$38.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$197.9KEstimated Average Account Balance