NAIFA-California Company
Address: 621 Capitol Mall Suite 2500, Sacramento, CA 95814 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (916) 646-8600: : Website: : : : Place name: : Category: Category: Association or organization 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.Add missing informationAdd website 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 NAIFA California Posting publicly on the Web Write a review Reviews Be the first to review
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NAIFA-California Employees
NAIFA-California June 2015 - Present
NYLIFE Securities LLC February 2014 - Present
New York Life Insurance Company June 2013 - Present
Education
California State University-Dominguez Hills 1994 — 1997
Bachelor of Science (BS), International Business Administration
Pacifica High School
Farmers Financial Services 2000 - Present
Fiamingo Insurance Agency June 1994 - Present
Farmers Insurance 1994 - Present
USCoast Guard Auxiliary June 2009 - May 2013
NAIFA California July 2011 - June 2012
NAIFA California 2010 - 2011
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, Insurance, Health Insurance, Life Insurance, Retirement, Retirement Planning, Employee Benefits, Commercial Insurance, IRAs, Long Term Care Insurance, Financial Services, Universal Life, Umbrella Insurance, Investments, Mutual Funds, Whole Life, Property & Casualty..., Small Business
Education
Santa Clara University 1968 — 1972
BS, Social Sciences
Harvest Financial January 2000 - Present
BNI Napa Valley Networkers October 2013 - Present
NAIFA California 2009 - Present
CalCPA 2001 - Present
Napa Chamber of Commerce 2000 - Present
Wildlife Rescue of Napa County 2011 - 2014
Kemmerer, Mills Parker and Daniels July 1994 - October 1998
Jaeger Family April 1991 - July 1994
Skills
Investments, Strategic Financial..., Insurance, Financial Advisory, Estate Planning, Financial Analysis, Retirement, Business Planning, Securities, Strategic Planning, Marketing, Public Speaking, Team Building, Budgets, Disability Insurance, Life and disability..., Financial planning and..., Small Business, Non-profits, Real Estate
Education
Santa Clara University 1974 — 1980
BSC, MBA, Finance
Branson School (before it was Branson) 1972 — 1974
High School
Hanna Insurance & Financial Solutions, Inc. February 1996 - Present
Parkland Securities LLC January 2005 - Present
MDRT September 2013 - Present
Society of Financial Service Professionals January 1984 - Present
NAIFA-California 1979 - Present
Education
The American College 1982 — 1998
CLU, ChFC, RHU, REBC, Insurance and Finance
fi360 Global Fiduciary Insights
Accredited Investment Fiduciary
HR Certification Institute
Global Professional in Human Resources
California State University-Fullerton 1975 — 1979
BA, Communications
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
McCaffrey Insurance Services February 1987 - Present
New York Life 1987 - Present
Simi Valley Chamber of Commerce January 2012 - February 2012
NAIFA-California July 2008 - June 2009
Skills
Disability Insurance, Group Benefits, Dental, 401k, Long Term Care, Annuities, Term Life Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Life Insurance, Estate Planning, Financial Planners, Financial Services, Property & Casualty..., Small Business, Commercial Insurance, Pensions, Insurance, Dentistry, Strategic Financial..., Retirement Planning, Investments, Retirement, Long Term Care Insurance, Whole Life, Universal Life, IRAs, Wealth Accumulation, Personal Finance, Roth IRA, Financial Advisory, Critical Illness, Mutual Funds, Wealth, Series 63, Finance, Wealth Management, Investment Advisory, Series 7, Series 6, Asset Allocation, Variable Annuities, Securities, Investment Strategies, Investment Management, 401k Rollovers, Wealth Management..., Retirement Plan...
Education
Cal State University Northridge 1977 — 1982
Bachelor's degree, Political Science and Government
California State University-Northridge 1977 — 1982
Bachelor of Arts, Political Science
National Association of Insurance and financial advisors 2005 - Present
NAIFA-California 1995 - Present
Robinson-Cohn & Co Insurance Agcy. July 1981 - Present
Castro Valley Eden Area Chamber of Commerce 2010 - 2011
Toastmasters Club Bayfair 207 2006 - 2011
NAIFA-Alameda County 2000 - 2011
NAIFA ALAMEDA COUNTY 1999 - 2011
San Leandro Chamber of Commerce 1963 - 2011
Chavez Management 2006 - 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Estate Law, Insurance, Term Life Insurance, Health Insurance, Retirement, 401k, Long Term Care Insurance, Whole Life, IRAs, Retirement Planning, Employee Benefits, Estate Planning, Medicare, Critical Illness, Wealth Accumulation, Small Business, Strategic Financial..., Financial Advisory, Entrepreneurship, Wealth, Public Relations, Pensions, Underwriting, Personal Finance, Wealth Management, Brokers, Financial Services, Commercial Insurance, Investment Advisory, Series 7, Dentistry, Umbrella Insurance, Mutual Funds, Asset Allocation, Investment Strategies
Education
University of California, Berkeley 1947 — 1951
Chemistry
NAIFA CALIFORNIA September 2012 - Present
Pinney Insurance Center, Inc May 2012 - Present
Provada Insurance Services, Inc September 2006 - May 2012
Service Source May 2006 - September 2006
Skills
Life Insurance Licensed, Certified Annuity..., Insurance, Financial Planning, Small Business, New Business Development, Public Speaking, Estate Planning, IRAs, Retirement Planning, Life Insurance, Start-ups, Sales, Term Life Insurance, Leadership, Health Insurance, Strategic Financial..., Long-term Care, Business Development, Disability Insurance, Financial Planners, Fixed Annuities, Retirement, Employee Benefits, Investments, Long Term Care Insurance, 401k, Underwriting, Wealth, Critical Illness, Financial Advisory, Whole Life, Series 6, Wealth Accumulation, Mutual Funds, Wealth Management, Brokers
Education
Northern Michigan University 2002 — 2006
Bachelor of Science (BS), Marketing
Rice Financial Consulting, Inc. March 1982 - Present
Town of Los Gatos November 2008 - December 2012
NAIFA - California July 1998 - November 2008
Santa Clara County Estate Planning Council July 1994 - June 2004
Rotary Club of Los Gatos July 1992 - June 1997
NAIFA - Silicon Valley July 1990 - June 1997
Society of Financial Service Profesionals - San Jose July 1989 - June 1996
Town of Los Gatos 1981 - 1994
Skills
Financial Planning, Asset Management, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Employee Benefits, Retirement Income..., College Savings Plans, Financial Advisory, Asset Managment, Insurance, Investment Advisory, Investments, Wealth Management, Securities, Finance, Wealth, Fixed Annuities, Retirement, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Financial Services, Long-term Care, Portfolio Management, Pensions, Financial Planners, Term Life Insurance, Health Insurance, Personal Finance, 401k, Investment Strategies, Asset Allocation, Wealth Accumulation, IRAs, Tax, Series 7, FINRA, Series 63, Investment Management, 401k Rollovers, Roth IRA, High Net Worth..., Financial Goals, Wealth Management...
Education
The American College 1983 — 1985
ChFC, CLU, CAP, Finance
San Jose State University 1977 — 1981
Business Administration - Finance
Los Gatos High School 1973 — 1977
Center for Sacramento History January 2015 - Present
NAIFA-California July 2012 - December 2014
Skills
Nonprofits, Public Speaking, Event Planning, Museums, Community Outreach
Education
John F. Kennedy University
MA, Museum Studies, Collections Management
CSU, Long Beach
BA, Art HIstory