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Skills

  • Income Projections Modeling
  • Budgets
  • Client Financial Needs Assessment
  • Client Education Sessions & Seminars
  • Knowledge of Advanced Planning Tools (ServiceNow)
  • Organization
  • Estate Planning Integration
  • Team building
  • Data-Driven Financial Strategy Implementation
  • Regulatory compliance

Work Experiences

  • Advised 4+ high-net-worth clients on diverse portfolio management, including tax-advantaged investments and estate planning options.
  • Collaborated with external auditors to ensure pension plans met ERISA guidelines, eliminating potential penalties and saving clients $2.
  • Created and ran analytical models to assess system risk.
  • Assessed pension plan viability for corporate clients.
  • Authored 3 blog pieces and articles on retirement planning strategies, growing the firm’s online client inquiries by 54%.
  • Advised retired clients on withdrawal strategies.
  • Achieved results over 18 months.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Collaborated with legal consultants to align clients’ retirement strategies with estate planning, saving clients an average of $category in taxes.

Summaries

  • With a systematic nature, he is highly analytical and detail-oriented.
  • Dedicated to improving underserved communities with targeted retirement planning, helping grow client base by 34% in Seattle.
  • Accomplished Retirement Consultant with 14+ years of experience in developing customized retirement plans, consistently leading to a 32% increase in client retirement savings.
  • Converted defined contribution plans into self-directed IRAs.
  • Strong critical thinking skills, a conscientious nature, and 17+ years of related experience are all assets.
  • Collaborated with legal teams on client retirement plans.
  • Costs were consistently reduced while profits were increased.
  • Retirement Consultant with 6 years of successful cross-functional collaboration and performance reporting experience.
  • Achieved savings over the past year.
  • Advocated for simplifying complex financial jargon.

Accomplishments

  • Maximized client lifetime retirement income by optimizing annuity purchases, increasing average payout by $5.
  • Spearheaded internal initiatives to align retirement products with emerging tax regulations, ensuring compliance and future-proofing portfolios.
  • Presented defined benefit and contribution plan comparisons to corporate clients, securing 5 new contracts.
  • Coordinated customized retirement withdrawal plans, decreasing the taxable income of clients by an average of $7.
  • Trained HR teams on retirement plan communications, improving employee understanding and participation rates by 71% in 2024.
  • Developed education sessions on retirement planning, resulting in a decrease in employee inquiries by 21%.
  • Improved consultation workflows that resulted in a 57% enhancement in client satisfaction.
  • Collaborated with team of 2 in the development of system.
  • Identified and negotiated fee reductions on investment products, saving clients $18 in annual fees.
  • Consulted on integrating sustainable investment options, resulting in a 72% client loyalty increase over three years.

Affiliations

  • International Council of Nurses
  • Association for Computing Machinery
  • American Council of Life Insurers (ACLI)
  • Toastmasters
  • Retirement Plan Advisory Group (RPAG)
  • National Association of Plan Advisors (NAPA)
  • Certified Retirement Counselor (CRC) Certification
  • American Medical Informatics Association
  • American Marketing Association
  • Society of Financial Service Professionals (FSP)

Certifications

  • Qualified 401(k) Administrator (QKA) from Cedar Works
  • Certified in Long-Term Care (CLTC) from Summit Group
  • Certified Public Accountant (CPA)
  • Certified Exit Planning Advisor (CEPA) from Ironclad Systems
  • Certified Annuity Specialist (CAS) from Vantage
  • Chartered Retirement Planning Counselor (CRPC) from Ironclad Systems
  • Certified Plan Fiduciary Advisor (CPFA) from Harbor & Co.
  • ServSafe
  • CompTIA Security+
  • Certificate in Retirement Savings and Income Planning (CRSIP) from Ironclad Systems

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