Retirement Plan Advisory Group

Industry: Company

Description

Founded: 2004 Parent organization: NFP

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Retirement Plan Advisory Group Employees

Employee
Years
Job
Industry
David Stecher David Stecher Greater San Diego Area Details
David Stecher's Retirement Plan Advisory Group Experience January 2010 - Present
Job National Practice Leader at 401(k) Advisors
Industry Financial Services
Experience
NFP Retirement  July 2014 - Present
401(k) Advisors   February 2010 - Present
Retirement Plan Advisory Group   January 2010 - Present
Stecher Capital Inc   August 2009 - January 2010
Retirement Capital Group   January 2004 - August 2009
San Diego Sports Commission  January 1999 - June 2009
United Way of Greater San Diego   January 1997 - June 2009
AXA Advisors  September 1986 - April 2004
AXA  1997 - 2004
KPMG Peat Marwick  January 1984 - September 1986

Skills
Executive Compensation, 401k, Tax, Deferred Compensation, Accounting, Insurance, Investments, Executive Pay, Start-ups, Business Development, Management, Leadership, Employee Benefits, Pensions, Business Planning, Retirement Planning, Defined Benefit, Mergers & Acquisitions, Retirement, Human Resources, Strategic Planning, Strategic Financial..., Executive Management, Financial Advisory, Estate Planning, Finance, Investment Advisory, ERISA, Financial Services, Mutual Funds

Education
Widener University   1984 — 1986
Masters, Taxation

University of Delaware   1979 — 1983
BS, Accounting

Mindy Marburger Mindy Marburger Orange County, California Area Details
Mindy Marburger's Retirement Plan Advisory Group Experience February 2011 - September 2012
Job Consultant, Employee Benefits/Retirement Services Department at Lockton Companies
Industry Financial Services
Experience
Lockton Companies  April 2014 - Present
Shuster Financial Group, LLC   October 2012 - March 2014
Retirement Plan Advisory Group   February 2011 - September 2012
401(k) Advisors   November 2008 - September 2012
Event 360  August 2007 - November 2008
University California, Irvine  May 2007 - August 2007
Hamilton Group Meeting Planners  January 2006 - April 2007
Event 360  2005 - 2007
Susan G. Komen 3-Day Breast Cancer Walks   June 2005 - October 2006

Skills
Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention, Social Media, Technical Training, Highly Communicative, Communication, Training, Retirement, 401k, Series 7, Defined Benefit, Strategic Planning

Education
University of Michigan   2000 — 2004
Bachelors, English

Nick Della Vedova Nick Della Vedova Orange County, California Area Details
Nick Della Vedova's Retirement Plan Advisory Group Experience April 2004 - Present
Job President at Retirement Plan Advisory Group
Industry Financial Services
Experience
NFP - Retirement  April 2004 - Present
Retirement Plan Advisory Group   April 2004 - Present
Principal Financial Group  1995 - 2004

Education
Truman State University   1990 — 1994
BS, Finance

Truman State University   1990 — 1994
BS, Finance

Paul Bergamaschi Paul Bergamaschi San Francisco Bay Area Details
Paul Bergamaschi's Retirement Plan Advisory Group Experience June 2013 - September 2014
Job Independent Financial Advisor at Fortune Financial Services, Inc.
Industry Financial Services
Experience
Fortune Financial Services, Inc.   August 2014 - Present
Covered California  November 2013 - Present
Prosperity Financial Group   June 2013 - September 2014
Retirement Plan Advisory Group   June 2013 - September 2014
Financial Telesis Inc  June 2013 - September 2014
East Bay Rowing Club   August 2012 - July 2014
MassMutual San Francisco  December 2010 - June 2013
Edward Jones  February 2010 - October 2010
Optimum Realty Capital LLC   2006 - 2009
Eden Development Group   1996 - 2006

Skills
Employee Benefits, Retirement Plans, Group Medical, Disability Insurance, Executive Compensation, Key Person Insurance, Buy-sell Agreements, Insurance, Financial Planning, Long Term Care, Strategic Financial..., Retirement Planning, Long-term Care, Retirement

Education
University of California, Berkeley   1976 — 1980
Architecture

University of Southern California

Kyle Olson Kyle Olson Orange County, California Area Details
Kyle Olson's Retirement Plan Advisory Group Experience February 2011 - Present
Job Investment Analyst at 401(k) Advisors/Retirement Plan Advisory Group
Industry Financial Services
Experience
Retirement Plan Advisory Group   February 2011 - Present
401(k) Advisors   June 2010 - August 2010
BKK Sports   May 2009 - September 2009

Skills
Due Diligence, Investment Advisory, Investments, Leadership

Education
University of Pennsylvania   2008 — 2010
B.A., Economics

Fullerton College   2006 — 2008
Economics, Business Administration

John F. Kennedy High School   2002 — 2006

Kellen Foley Kellen Foley Orange County, California Area Details
Kellen Foley's Retirement Plan Advisory Group Experience September 2014 - Present
Job flexPATH Specialist at Retirement Plan Advisory Group
Industry Financial Services
Experience
Retirement Plan Advisory Group   September 2014 - Present
Retirement Plan Advisory Group   December 2013 - September 2014
Retirement Plan Advisory Group   June 2012 - December 2013
401(k) Advisors   June 2011 - September 2011

Education
Boston College   2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.8

Cameron Todd Cameron Todd Orange County, California Area Details
Cameron Todd's Retirement Plan Advisory Group Experience April 2015 - Present
Job Strategic Relationship Manager at NFP Retirement and Retirement Plan Advisory Group
Industry Financial Services
Experience
Retirement Plan Advisory Group   April 2015 - Present
Retirement Plan Advisory Group   June 2014 - April 2015
Fundraise.com Inc  November 2011 - March 2014
Sports Club LA Boston  April 2009 - October 2011

Skills
Marketing, Market Research, Customer Service, Social Networking, Public Speaking, Social Media, Microsoft Office, Microsoft Excel, Event Management, Non-profits, Facebook, Marketing Communications, Strategic Communications, Microsoft Word, Email Marketing, Fundraising, Marketing Strategy, PowerPoint, Account Management, Nonprofits

Education
Emmanuel College   2007 — 2011
BA, Management

Richard Viola, QPA, QPFC, CPA(Inactive) Richard Viola, QPA, QPFC, CPA(Inactive) San Mateo, California Details
Richard Viola, QPA, QPFC, CPA(Inactive)'s Retirement Plan Advisory Group Experience June 2009 - September 2014
Job Investment Advisory Representative at Global Retirement Partners, LLC/Registered Representative with LPL Financial
Industry Financial Services
Experience
LPL Financial  September 2014 - Present
Global Retirement Partners, LLC   September 2014 - Present
RPV Retirement Plan Advisors   June 2009 - Present
Financial Telesis, Inc.   July 2009 - September 2014
Retirement Plan Advisory Group   June 2009 - September 2014
Plan Design Consultants, Inc.   1987 - 2009
Richard P. Viola & Associates, Inc.   1978 - 1987
Bakewell & Company   1974 - 1978
Brush, Slocum & Co   1969 - 1974
John F. Forbes & Company   1966 - 1969

Skills
Retirement Plan..., Investment Advisory, Investments, Pensions, Financial Advisory, 401k, Retirement, Due Diligence, Securities, Management, ERISA, Retirement Planning, Participant Education, Open Architecture, Asset Allocation, Fiduciary Services, Mutual Funds, Mergers, Defined Benefit, 403 b, Compliance, Benchmarking

Education
San Francisco State University, College of Business   1961 — 1966
BA, Accounting

Trent Grinkmeyer, CRPC, AIF Trent Grinkmeyer, CRPC, AIF Santa Rosa Beach, Florida Details
Trent Grinkmeyer, CRPC, AIF's Retirement Plan Advisory Group Experience November 2007 - Present
Job Grinkmeyer Leonard Financial
Industry Investment Management
Experience
Retirement Plan Advisory Group   November 2007 - Present
Grinkmeyer Leonard Financial   July 2007 - Present
Commonwealth Financial Network  2007 - Present
Retirement Plan Advisory Group   2007 - 2009
Ameriprise Financial  June 2000 - July 2007
Platte River Associates  January 1997 - January 1999
Alias Distribution   January 1995 - January 1997
Wave Rave   1993 - 1995

Skills
Investments, Management, 401k, Financial Services, Finance, Sales, Strategic Planning, Small Business, Strategic Intent, Social Media Marketing, Business Development, Business Coaching

Education
University of South Alabama   1988 — 1993

University of South Alabama   1988 — 1993

Mt. Brook High School

School POW!

Fred Greenstein Fred Greenstein San Francisco Bay Area Details
Fred Greenstein's Retirement Plan Advisory Group Experience April 2007 - Present
Job Business Development & Practice Management | Broker Dealer & RIA | 401(k) Retirement Plans & Investments
Industry Financial Services
Experience
NFP Advisor Services  July 2014 - Present
Retirement Plan Advisory Group   April 2007 - Present

Skills
Retirement Planning, Retirement, 401k, Financial Advisory, Investments, Business Development, Broker-Dealer

Education
Michigan State University   1975 — 1980
Masters, Economics / Labor & Industrial Relations

Brush High School   1972 — 1975

Peter Kuhn Peter Kuhn San Francisco Bay Area Details
Peter Kuhn's Retirement Plan Advisory Group Experience January 2008 - January 2014
Job Proven, Seasoned, Business Leader, Entrepreneur, Strategist and Investor
Industry Insurance
Experience
Benefit Commerce Group  January 2013 - Present
IBP Insurance Services   January 1987 - Present
KMCO  September 2012 - Present
Retirement Plan Advisory Group   January 2008 - January 2014
CIGNA  1986 - 1987
Price Waterhouse  1983 - 1986

Skills
Creative Problem Solving, Articulate Presenter, Financial Modeling, Detail Orientation, Value Engineering, Employee Benefits, Cost Control, Wellness Programs, Corporate Wellness, Human Resources..., ERISA, 401k, Municipal Bonds, Employee Benefit..., Medical Insurance, Self Funded Medical..., Disability Insurance, Life Insurance, International Benefits, Corporate Budgeting, Employee Contribution..., Personnel Management, Health Insurance, Employee Wellness, Human Resources, Insurance, Retirement Planning, Presenter, Strategy, Consulting, Management, Strategic Planning, New Business Development, Leadership, Mergers & Acquisitions, Business Strategy, Team Building, Marketing

Education
Santa Clara University   1979 — 1983
Bachelor of Science, Accounting, 3.98

Campolindo High School   1975 — 1979

Craig Shrack CRPS Craig Shrack CRPS Indianapolis, Indiana Area Details
Craig Shrack CRPS's Retirement Plan Advisory Group Experience May 2009 - November 2010
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  July 2014 - Present
CUNA Mutual Retirement Solutions  January 2013 - June 2014
OneAmerica  October 2010 - January 2013
Retirement Plan Advisory Group   May 2009 - November 2010
401(k) Advisors   July 2009 - October 2010

Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation

Education
Purdue University   2005 — 2009
Bachelor of Science, Financial Counseling & Planning

Jason Jeskey Jason Jeskey Orange County, California Area Details
Jason Jeskey's Retirement Plan Advisory Group Experience October 2013 - July 2014
Job Partner at Law Office of Jason S. Jeskey, Inc.
Industry Investment Management
Experience
Law Office of Jason S. Jeskey, Inc.   March 2015 - Present
Global Retirement Partners   July 2014 - Present
Retirement Plan Advisory Group   October 2013 - July 2014
401(k) Advisors   October 2013 - July 2014
401K Advisors  May 2011 - July 2014
Brownstein Hyatt Farber Schreck  August 2008 - April 2011
Willkie Farr & Gallagher LLP  May 2005 - June 2008

Skills
ERISA, Employee Benefits, Defined Benefit, Defined Contribution, Legal Writing, 401k, Pensions, Litigation, Retirement Planning, COBRA, Commercial Litigation, Due Diligence, Tax, HIPAA, Mergers & Acquisitions, Performance Management, Corporate Law, Legal Research, Securities, Employment Law, Benefits Administration, Interviews, Deferred Compensation, Onboarding

Education
Georgetown University Law Center   2006 — 2008
Master of Laws (LL.M.), Tax Law/Taxation

University of Maryland Francis King Carey School of Law   1999 — 2002
J.D., Law

St. Mary's College of Maryland   1995 — 1999
B.A., Mathematics

Chris D. Langstaff Chris D. Langstaff Orange County, California Area Details
Chris D. Langstaff's Retirement Plan Advisory Group Experience August 2014 - Present
Job Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement  April 2015 - Present
Retirement Plan Advisory Group   August 2014 - Present
Retirement Plan Advisory Group   March 2013 - August 2014
Direct Drives and Controls   May 2010 - March 2013
Ultra Escrow   April 2009 - February 2010

Skills
Microsoft Excel, Accounts Payable, Marketing, Sales, Finance, Accounts Receivable, Accounting, Real Estate, Software Documentation, PowerPoint, Microsoft Word, Databases, Outlook, Microsoft Office, Customer Service, Sports, Teamwork, Retirement, Mutual Funds

Education
Chapman University   2007 — 2011
Bachelor of Business Administration; BSFE, Finance, General

Richard Marcil Richard Marcil Greater Boston Area Details
Richard Marcil's Retirement Plan Advisory Group Experience 2009 - Present
Job Partner, The Thorndike Company
Industry Financial Services
Experience
Retirement Plan Advisory Group   2009 - Present
The Thorndike Company LLP/Centaurus Financial, Inc.   June 1995 - Present
New England Securities  February 1987 - February 2001

Skills
Investments, Retirement Planning, Estate Planning, Financial Analysis, Business Strategy, Insurance

Education
FI360   2011 — 2011
AIF®, Fiduciary compliance

The American College   1989 — 1990
CLU, ChFC, Insurance, Financial Planning

Boston College   1967 — 1971
BA, Philosophy and Political Science

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