20/20 Financial Advisers, LLC
Description
Address: 100 S Dupont Rd, Elsmere, DE 19805 Phone: (302) 777-2020Hours: : : Website: : Place name: Category: : : : Website: http://www.2020fa.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of 20/20 Financial Advisers of Delaware Posting publicly on the Web Write a review Reviews Be the first to review
20/20 Financial Advisers, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at 20/20 Financial Advisers, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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20/20 Financial Advisers, LLC Employees
Employee
Years
Job
Industry
Beth Saxen, MBA Beth Saxen, MBA's 20/20 Financial Advisers, LLC Experience October 2010 - October 2014
Job Practice Consultant
Industry Medical Practice
Experience
Indiana Office-Based Anesthesia July 2006 - Present
20/20 Financial Advisers, LLC October 2010 - October 2014
Vincennes University 2004 - 2006
Ambassadors for Children, Inc. March 2003 - January 2004
Indianapolis Zoo and White River Gardens 1999 - 2003
Wild Birds Unlimited, Inc. February 1995 - March 1999
Skills
Marketing, Public Relations, Strategic Planning, Business Planning, Marketing Strategy, Registered..., Project Management, Operations Management, Marketing Communications, Meeting/Event Planning, Leadership, Event Planning, Nonprofits, Advertising, Community Outreach
Education
University of Indianapolis 2005 — 2007
MBA with Honors, 3.89
Indiana University Bloomington 1981 — 1985
BA with High Distinction, telecommunications / psychology, 3.9
Indiana Office-Based Anesthesia July 2006 - Present
20/20 Financial Advisers, LLC October 2010 - October 2014
Vincennes University 2004 - 2006
Ambassadors for Children, Inc. March 2003 - January 2004
Indianapolis Zoo and White River Gardens 1999 - 2003
Wild Birds Unlimited, Inc. February 1995 - March 1999
Skills
Marketing, Public Relations, Strategic Planning, Business Planning, Marketing Strategy, Registered..., Project Management, Operations Management, Marketing Communications, Meeting/Event Planning, Leadership, Event Planning, Nonprofits, Advertising, Community Outreach
Education
University of Indianapolis 2005 — 2007
MBA with Honors, 3.89
Indiana University Bloomington 1981 — 1985
BA with High Distinction, telecommunications / psychology, 3.9
Garrett German, CFP Garrett German, CFP's 20/20 Financial Advisers, LLC Experience February 2014 - Present
Job Managing Partner at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC February 2014 - Present
Ameritas Investment Corp. July 2006 - Present
Valley Financial Group August 1999 - January 2014
Carillon Investments July 2002 - June 2006
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Wealth Accumulation, Small Business, Tax, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 7, Series 63
Education
Fresno Pacific University 1997 — 1999
Bachelor of Science (BS), Business Administration with an emphasis in Finance
20/20 Financial Advisers, LLC February 2014 - Present
Ameritas Investment Corp. July 2006 - Present
Valley Financial Group August 1999 - January 2014
Carillon Investments July 2002 - June 2006
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Wealth Accumulation, Small Business, Tax, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 7, Series 63
Education
Fresno Pacific University 1997 — 1999
Bachelor of Science (BS), Business Administration with an emphasis in Finance
Bob Stout Bob Stout's 20/20 Financial Advisers, LLC Experience September 2010 - Present
Job Financial Representative at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC September 2010 - Present
Cadaret Grant & Co July 2003 - September 2010
A.G. Edwards & Sons, Inc. June 1990 - June 2003
Skills
Investments, IRAs, Mutual Funds, Stocks, ETFs, Variable Annuities, 529 Plans, Life Insurance, Term Life Insurance, Wealth Management, Retirement Planning, Tax-advantaged..., Personal Financial..., Securities, Financial Advisory, Asset Allocation, Series 7, Finance
Education
East Carolina University
Bachelor of Arts (BA), Political Science and Government
Wesley College
20/20 Financial Advisers, LLC September 2010 - Present
Cadaret Grant & Co July 2003 - September 2010
A.G. Edwards & Sons, Inc. June 1990 - June 2003
Skills
Investments, IRAs, Mutual Funds, Stocks, ETFs, Variable Annuities, 529 Plans, Life Insurance, Term Life Insurance, Wealth Management, Retirement Planning, Tax-advantaged..., Personal Financial..., Securities, Financial Advisory, Asset Allocation, Series 7, Finance
Education
East Carolina University
Bachelor of Arts (BA), Political Science and Government
Wesley College
Luke Wright Luke Wright's 20/20 Financial Advisers, LLC Experience June 2005 - Present
Job Elevating the client experience at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC June 2005 - Present
Ameritas August 2008 - Present
Montage Hotels & Resorts May 2004 - June 2005
Maho Bay St. John USVI July 2003 - November 2003
Skills
Customer Service, Asset Management, Portfolio Management, Sales, Financial Modeling, Marketing, Insurance, Mutual Funds, Finance, Investments, Securities, Fixed Annuities, Financial Advisory, 401k, Management, FINRA, Retirement Planning, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Uniform Combined State..., Wealth, Series 6, Retirement, Investment Strategies, Financial Services, Estate Planning, Alternative Investments, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
20/20 Financial Advisers, LLC June 2005 - Present
Ameritas August 2008 - Present
Montage Hotels & Resorts May 2004 - June 2005
Maho Bay St. John USVI July 2003 - November 2003
Skills
Customer Service, Asset Management, Portfolio Management, Sales, Financial Modeling, Marketing, Insurance, Mutual Funds, Finance, Investments, Securities, Fixed Annuities, Financial Advisory, 401k, Management, FINRA, Retirement Planning, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Uniform Combined State..., Wealth, Series 6, Retirement, Investment Strategies, Financial Services, Estate Planning, Alternative Investments, Financial Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2004
Michael Zook Michael Zook's 20/20 Financial Advisers, LLC Experience July 2015 - August 2015
Job Sales Profesional Business to Business
Industry Wholesale
Experience
20/20 Financial Advisers, LLC July 2015 - August 2015
Wellpoint Anthem / AppleOne September 2014 - November 2014
Wall & Associates February 2014 - May 2014
TruGreen November 2012 - December 2013
Convergys/AT&T October 2011 - October 2012
Thomson Reuters June 2010 - November 2011
Dish Network August 2009 - February 2010
Mobile Storage Group October 2004 - July 2009
Fulton-Denver Company January 1991 - September 2004
Skills
Sales Management, Business Management, Direct Marketing, Sales, Salesforce.com, Account Management, Product Management, Information Management, Healthcare Information..., Manufacturing Management, Oil&Gas, Packaging, Credit Card Processing, New Business Development, Customer Relations, Customer Satisfaction, Microsoft Office, Excel, MCSE, Management, Customer Service, Selling, Marketing, Training, Customer Retention, Competitive Analysis
Education
University of Phoenix 1988 — 1990
Master Business Administration, Business, Finance, Sales, 3.8/4.0
Colorado State University 1976 — 1980
Bachelor of Science, Marketing, Finance
20/20 Financial Advisers, LLC July 2015 - August 2015
Wellpoint Anthem / AppleOne September 2014 - November 2014
Wall & Associates February 2014 - May 2014
TruGreen November 2012 - December 2013
Convergys/AT&T October 2011 - October 2012
Thomson Reuters June 2010 - November 2011
Dish Network August 2009 - February 2010
Mobile Storage Group October 2004 - July 2009
Fulton-Denver Company January 1991 - September 2004
Skills
Sales Management, Business Management, Direct Marketing, Sales, Salesforce.com, Account Management, Product Management, Information Management, Healthcare Information..., Manufacturing Management, Oil&Gas, Packaging, Credit Card Processing, New Business Development, Customer Relations, Customer Satisfaction, Microsoft Office, Excel, MCSE, Management, Customer Service, Selling, Marketing, Training, Customer Retention, Competitive Analysis
Education
University of Phoenix 1988 — 1990
Master Business Administration, Business, Finance, Sales, 3.8/4.0
Colorado State University 1976 — 1980
Bachelor of Science, Marketing, Finance
Dennis (Bonam) Chen Dennis (Bonam) Chen's 20/20 Financial Advisers, LLC Experience May 2014 - September 2014
Job Helping people to achieve their financial goals.
Industry Financial Services
Experience
Prosper Marketplace August 2015 - Present
Bank of America September 2014 - August 2015
20/20 Financial Advisers, LLC May 2014 - September 2014
Fountainhead Wealth February 2014 - May 2014
Skills
Data Management, Research, Public Speaking, Community Outreach, Customer Service, Financial Analysis, Event Planning, Technical Skillset, Presentations, Data Entry, Microsoft Office, Organizational..., Mac OS, Analysis, Investments, Time Management, Finance, Strategic Financial..., Paraplanning, Financial Planners, Microsoft Excel, Financial Planning, Sports, Bilingual-Chinese, PowerPoint, Driven By Results, Relationship Management, Sales
Education
California State University-Sacramento 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Hsinchu International School 2005 — 2009
Prosper Marketplace August 2015 - Present
Bank of America September 2014 - August 2015
20/20 Financial Advisers, LLC May 2014 - September 2014
Fountainhead Wealth February 2014 - May 2014
Skills
Data Management, Research, Public Speaking, Community Outreach, Customer Service, Financial Analysis, Event Planning, Technical Skillset, Presentations, Data Entry, Microsoft Office, Organizational..., Mac OS, Analysis, Investments, Time Management, Finance, Strategic Financial..., Paraplanning, Financial Planners, Microsoft Excel, Financial Planning, Sports, Bilingual-Chinese, PowerPoint, Driven By Results, Relationship Management, Sales
Education
California State University-Sacramento 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Hsinchu International School 2005 — 2009
David Wu's 20/20 Financial Advisers, LLC Experience December 2010 - Present
Job Helping Families Secure Their Financial Futures
Industry Financial Services
Experience
20/20 Financial Advisers, LLC December 2010 - Present
Ameritas Investment Corp. December 2010 - Present
Coverking 2009 - 2009
BNC Mortgage January 2007 - October 2007
Rydek February 2006 - September 2006
Threshold Interactive June 2004 - January 2006
Skills
Strategic Financial..., Retirement Planning, Series 7, Financial Advisory, Insurance, Financial Analysis, Investments, Mutual Funds, LUTCF, Wealth Management, Securities, Term Life Insurance, Estate Planning, Online Trading, Asset Management, Long-term Care, IRAs, Roth IRA, 401k, 401k Rollovers, Stocks, ETFs, Tax-advantaged..., 529 Plans, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Irrevocable Life..., Licensed Life Insurance..., Defined Benefit, Personal Financial..., Capital Preservation, Wealth Accumulation..., Wealth Management..., Wealth Preservation..., Intergenerational..., Social Security, Income Protection, Qualified Retirement..., Critical Care, Final Expense Planning, Life Protection, Building Relationships, Charitable Trusts, Disability Income..., Finance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Entrepreneurship & Finance
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (BA), Economics
20/20 Financial Advisers, LLC December 2010 - Present
Ameritas Investment Corp. December 2010 - Present
Coverking 2009 - 2009
BNC Mortgage January 2007 - October 2007
Rydek February 2006 - September 2006
Threshold Interactive June 2004 - January 2006
Skills
Strategic Financial..., Retirement Planning, Series 7, Financial Advisory, Insurance, Financial Analysis, Investments, Mutual Funds, LUTCF, Wealth Management, Securities, Term Life Insurance, Estate Planning, Online Trading, Asset Management, Long-term Care, IRAs, Roth IRA, 401k, 401k Rollovers, Stocks, ETFs, Tax-advantaged..., 529 Plans, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Irrevocable Life..., Licensed Life Insurance..., Defined Benefit, Personal Financial..., Capital Preservation, Wealth Accumulation..., Wealth Management..., Wealth Preservation..., Intergenerational..., Social Security, Income Protection, Qualified Retirement..., Critical Care, Final Expense Planning, Life Protection, Building Relationships, Charitable Trusts, Disability Income..., Finance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Entrepreneurship & Finance
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (BA), Economics
Christina Vivola's 20/20 Financial Advisers, LLC Experience October 2014 - Present
Job Sales/Financial Assistant
Industry Financial Services
Experience
20/20 Financial Advisers, LLC October 2014 - Present
Reynolds & Associates, PLLC. November 2011 - October 2014
Clear Lake Infiniti January 2011 - June 2011
Sand 'N Sea Properties, Inc. January 2004 - January 2008
Skills
Accounts Payable, Tax Preparation, Employee Relations, QuickBooks, Account Reconciliation, Strategic Planning, Accounting, Customer Service, Payroll, Bookkeeping, Peachtree, Accounts Receivable, Microsoft Excel, Management
Education
University of Houston 2007 — 2010
Bachelor's of Science, Accounting and Business
20/20 Financial Advisers, LLC October 2014 - Present
Reynolds & Associates, PLLC. November 2011 - October 2014
Clear Lake Infiniti January 2011 - June 2011
Sand 'N Sea Properties, Inc. January 2004 - January 2008
Skills
Accounts Payable, Tax Preparation, Employee Relations, QuickBooks, Account Reconciliation, Strategic Planning, Accounting, Customer Service, Payroll, Bookkeeping, Peachtree, Accounts Receivable, Microsoft Excel, Management
Education
University of Houston 2007 — 2010
Bachelor's of Science, Accounting and Business
Christopher S. Austin, CFA's 20/20 Financial Advisers, LLC Experience February 2014 - Present
Job Portfolio Analyst at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC February 2014 - Present
Euro Pacific Capital January 2013 - February 2014
Merrill Lynch August 2011 - December 2012
Prudential Insurance November 2010 - August 2011
B/E Aerospace March 2003 - December 2009
GKN Chemtronics August 2002 - January 2003
GE Aircraft Engines August 2001 - August 2002
Skills
Process Improvement, Financial Analysis, Finance, Strategic Planning, Asset Management, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Boston University 1996 — 2001
KCD 1990 — 1996
CFA Institute
Chartered Financial Analyst
20/20 Financial Advisers, LLC February 2014 - Present
Euro Pacific Capital January 2013 - February 2014
Merrill Lynch August 2011 - December 2012
Prudential Insurance November 2010 - August 2011
B/E Aerospace March 2003 - December 2009
GKN Chemtronics August 2002 - January 2003
GE Aircraft Engines August 2001 - August 2002
Skills
Process Improvement, Financial Analysis, Finance, Strategic Planning, Asset Management, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Boston University 1996 — 2001
KCD 1990 — 1996
CFA Institute
Chartered Financial Analyst
Paul Shoquist's 20/20 Financial Advisers, LLC Experience June 2009 - Present
Job 20/20 Financial Advisors
Industry Construction
Experience
20/20 Financial Advisers, LLC June 2009 - Present
Skills
Team Building, Strategic Planning
Education
Georgia Institute of Technology 1989 — 1994
20/20 Financial Advisers, LLC June 2009 - Present
Skills
Team Building, Strategic Planning
Education
Georgia Institute of Technology 1989 — 1994
Robert Branch, ChFC, CFP®'s 20/20 Financial Advisers, LLC Experience May 2003 - Present
Job Managing Partner at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration