Retirement Practice Consulting Team · Retirement Practice Consulting Team Whether you’re new to...
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For use with financial professionals only. ©2015 Cetera Financial Group September 2015 Cetera Financial Group 200 North Sepulveda Boulevard, Suite 1200 El Segundo, CA 90245 The broker-dealers of Cetera Financial Group are member FINRA/SIPC. Ruben Ramirez, CRPS ® Manager, Retirement Practice Consulting Team, Retirement Solutions Consultant for Girard, Investors Capital, Summit & VSR [email protected] Matt Richards, QPFC, AIF ® , PPC TM Retirement Practice Consultant for: Cetera Advisor Networks & Cetera Advisors [email protected] Kevin Villar, AIF ® Retirement Practice Consultant for: Cetera Advisor Networks [email protected] Jeff Janechek, CEBS, AIF ® , PPC TM Retirement Practice Consultant for: Cetera Financial Institutions, First Allied & The Legend Group [email protected] Brenda Bellevue, CLU ® , ChFC ® , CRPS ® Retirement Practice Consultant for: Cetera Financial Specialists [email protected] Retirement Practice Consulting Team Whether you’re new to the business or are an expert level plan advisor, we have the tools and resources to help you take your game to the next level. The Retirement Practice Consultants offer training and best practices to equip you with the resources you need to engage plans and manage them effectively, including tools to improve your workflow and plan management process. Using a customized, systematic approach, we will work with you to provide: • Best practices for retirement plan business growth and retention. • Access to retirement plan focused technology to help you manage your retirement plan practice. • Access to Guided Retirement Solutions, our one-stop resource center for access to a variety of plan relevant collateral. • Extensive retirement plan product knowledge. • Regulatory updates. Contact the Retirement Practice Consultants at 844.881.PLAN (7526) or email: [email protected]
Transcript of Retirement Practice Consulting Team · Retirement Practice Consulting Team Whether you’re new to...
For use with financial professionals only. ©2015 Cetera Financial Group
September 2015
Cetera Financial Group 200 North Sepulveda Boulevard, Suite 1200 El Segundo, CA 90245 The broker-dealers of Cetera Financial Group are member FINRA/SIPC.
Ruben Ramirez, CRPS®
Manager, Retirement Practice Consulting Team, Retirement Solutions Consultant for Girard, Investors Capital, Summit & VSR
Matt Richards, QPFC, AIF®, PPCTM
Retirement Practice Consultant for: Cetera Advisor Networks & Cetera Advisors [email protected]
Kevin Villar, AIF® Retirement Practice Consultant for: Cetera Advisor Networks [email protected]
Jeff Janechek, CEBS, AIF®, PPCTM Retirement Practice Consultant for: Cetera Financial Institutions, First Allied & The Legend Group [email protected]
Brenda Bellevue, CLU®, ChFC®, CRPS® Retirement Practice Consultant for: Cetera Financial Specialists [email protected]
Retirement Practice Consulting Team Whether you’re new to the business or are an expert level plan advisor, we have the tools and resources to help you take your game to the next level. The Retirement Practice Consultants offer training and best practices to equip you with the resources you need to engage plans and manage them effectively, including tools to improve your workflow and plan management process. Using a customized, systematic approach, we will work with you to provide:
• Best practices for retirement plan business growth and retention. • Access to retirement plan focused technology to help you manage your retirement plan practice. • Access to Guided Retirement Solutions, our one-stop resource center for access to a variety of plan
relevant collateral. • Extensive retirement plan product knowledge. • Regulatory updates.
Contact the Retirement Practice Consultants at 844.881.PLAN (7526) or email: [email protected]
