Retirement Security Centers

Description

Address: 8880 Cal Center Dr #220, Sacramento, CA 95826 Hours: Open ⋅ Closes 5PM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 655-2323: : Place name: : : Website: Category: : : Website: http://www.retirementsecuritycenters.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. 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 Retirement Security Centers Posting publicly on the Web Write a review Reviews Be the first to review

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13 Retirement Security Centers employees in database. Find out everything there's to know about Retirement Security Centers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Retirement Security Centers Employees

Employee
Years
Job
Industry
Roger Merritt, LUTCF Roger Merritt, LUTCF Roseville, California Details
Roger Merritt, LUTCF's Retirement Security Centers Experience August 2014 - Present
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   August 2014 - Present
Merritt Insurance and Financial Services   January 2011 - July 2014
MassMutual  April 2007 - June 2010
TCBRN   January 2007 - January 2010
NAIFA  2009 - 2010
Allstate Financial  June 2006 - March 2007
Allstate Financial  2006 - 2007
Foresters Equity Services, Inc.   2006 - 2007
Prudential Financial  October 1992 - August 2004

Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness

Education
California State University-Sacramento   1990 — 1992
BA, Sociology

Brigham Young University   1985 — 1987
Undeclared

Long Beach City College   1983 — 1985
Physical Education

Crystal Say Crystal Say Sacramento, California Area Details
Crystal Say's Retirement Security Centers Experience January 2013 - Present
Job VIP Client Service Manager at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   January 2013 - Present
Lincoln Financial Advisors  November 2012 - March 2015
Powell & Associates   December 2010 - August 2012
Parker Hannifin  June 2010 - October 2010
Central Valley Nannies   August 2006 - August 2008
Nannies by Nature   January 2006 - August 2006

Skills
Marketing, Social Media Marketing, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Online Research, Office Administration, Social Networking, Series 7, Microsoft Publisher, Outlook, Basecamp, MailChimp, Constant Contact, Wordpress, Wordperfect, Internet, Fast Learner, Self-starter, Organized Multi-tasker, Strategy Implementation, Team Building, Inventory Management, Customer Service, Leadership, Public Speaking, Marketing Strategy, Notary Public, Microsoft Office

Education
Sacramento City College   2011 — 2013
Business Administration and Management, General

Nancy Fletcher, CFP® Nancy Fletcher, CFP® Sacramento, California Details
Nancy Fletcher, CFP®'s Retirement Security Centers Experience January 2013 - Present
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   January 2013 - Present
Lincoln Financial Advisors  1985 - Present

Skills
Estate Planning, Retirement Planning

Education
California State University-Sacramento
Bachelor of Science (BS), Finance and Marketing

Philip Woodland Philip Woodland Sacramento, California Details
Philip Woodland's Retirement Security Centers Experience March 2014 - Present
Job Analyst at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   March 2014 - Present
Lincoln Financial Group  March 2014 - Present
Royal Bank of Scotland  December 2012 - November 2013
Morgan Stanley  April 2012 - December 2012
Knox Capital Group   March 2010 - March 2012
Brigham Young University  2007 - 2010

Skills
Microsoft Excel, Microsoft Office, Process Improvement, Finance, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Financial Analysis, Banking, Securities, SharePoint, Bloomberg, Research, Financial Services, Series 7, Windows, Relationship Management

Education
Brigham Young University   2004 — 2010
Bachelor of Science (B.S.), Economics, Business Management

Brandi Stahl, CFP (r), CRPC (r) Brandi Stahl, CFP (r), CRPC (r) Sacramento, California Details
Brandi Stahl, CFP (r), CRPC (r)'s Retirement Security Centers Experience January 2013 - Present
Job Financial Planner at Retirement Security Centers and Lincoln Financial Advisors
Industry Financial Services
Experience
Retirement Security Centers   January 2013 - Present
Lincoln Financial Advisors  October 2002 - Present

Education
UC Davis   1997 — 2001
Bachelor of Economics

Bonnie B. Farrell, CRPC® Bonnie B. Farrell, CRPC® Sacramento, California Area Details
Bonnie B. Farrell, CRPC®'s Retirement Security Centers Experience January 2013 - Present
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   January 2013 - Present
Lincoln Financial Advisors  February 2001 - Present
AT&T  June 1969 - November 2001

Skills
Retirement Planning, Retirement Plan..., Long Term Care Insurance, Financial Planning, Qualified Retirement..., Series 7, Series 66, Risk Management

Education
Illinois Central College   1979 — 1980
Accounting

University of Utah   1975 — 1976
Social Psychology

College for Financial Planning
Financial Planning and Services

Daniel Wall Daniel Wall Sacramento, California Area Details
Daniel Wall's Retirement Security Centers Experience June 2015 - Present
Job Practice Analyst / Paraplanner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   June 2015 - Present
Lincoln Financial Advisors  June 2015 - Present
AIG  September 2014 - February 2015
VALIC  May 2014 - September 2014
Capital Edge Paintball Park   March 2013 - May 2014
Fountainhead Wealth  February 2014 - April 2014
Principal Financial Group  May 2013 - September 2013
Primerica  July 2011 - March 2013
State of California Department of Mental Health  January 2012 - September 2012
Neumann Enterprises   September 2008 - December 2011

Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management

Education
California State University-Sacramento   2009 — 2015
Bachelor of Communications, Mass Communications

David Ghiorso, CPA, CRPC David Ghiorso, CPA, CRPC Fair Oaks, California Details
David Ghiorso, CPA, CRPC's Retirement Security Centers Experience January 2014 - December 2014
Job CPA, CRPC
Industry Accounting
Experience
Michael S. Hawes & Associates & Ira Einhorn, CPA   January 2015 - July 2015
Retirement Security Centers   January 2014 - December 2014
Retirement Security Centers   June 2013 - December 2013
Sacramento Area Council of Governments  2009 - June 2013
Sacramento Area Council of Governments  2007 - 2009
Sacramento Area Council of Governments  2001 - 2007

Skills
Accounting, Budgets, Financial Analysis, Management, Management Consulting, Business Analysis, Contract Negotiation, Managerial Finance, Strategic Financial..., Customer Satisfaction, Analysis, Program Management, Finance, Insurance, General Ledger, Project Management, Income Tax, Financial Audits, Leadership, Strategic Planning, Forecasting, Internal Controls, Auditing, Financial Reporting, Microsoft Excel, GAAP, Government, Project Planning, Financial Statements, Payroll, Accounts Payable, Personal Income Tax..., Corporate and..., Vendor Management..., Friendly Personality, Project Finance, Vendor Relationships

Education
California State University-Stanislaus
Bachelor's degree, Accounting

Jeff R. Maas, CFP®, ChFC®, CRPC® Jeff R. Maas, CFP®, ChFC®, CRPC® Sacramento, California Area Details
Jeff R. Maas, CFP®, ChFC®, CRPC®'s Retirement Security Centers Experience January 2013 - Present
Job CoFounder & Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   January 2013 - Present
Lincoln Financial Advisors  January 2010 - Present
Lincoln Financial Advisors  June 2003 - December 2009

Skills
Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Services, Finance

Education
California State University-Chico   1999 — 2004
B.S., Double Concentrations in Finance and Management

University of Bradford   2001 — 2002
U.K. Study Abroad Program

Shasta Hague Shasta Hague Elk Grove, California Details
Shasta Hague's Retirement Security Centers Experience October 2007 - Present
Job VIP Client Service Manager and Operations Lead at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   October 2007 - Present

Skills
Retirement, Series 7, Insurance, Management, Securities, Retirement Planning, Wealth Management, Customer Service, Financial Planning, Investments, Notary Public, California Insurance..., Sales Operations, Strategic Human..., Accounting

Education
American Public University System

Sukhi Gill Sukhi Gill Sacramento, California Details
Sukhi Gill's Retirement Security Centers Experience July 2014 - Present
Job Retirement Security CentersLincoln Financial Advisors
Industry Financial Services
Experience
Retirement Security Centers   July 2014 - Present
BDS Marketing  September 2013 - October 2014
Washington Unified School District  January 2013 - June 2013

Skills
Sales, Mobile Devices, Social Networking, Advertising, Social Media Marketing, Email Marketing, Salesforce.com, Training, Management, Time Management, Social Media, Research

Education
California State University Stanislaus   2015 — 2017
Master of Business Administration (M.B.A.), Finance

California State University-Sacramento   2010 — 2014
Bachelor of Business Administration, Finance & Economics

Jackie Frese Jackie Frese Sacramento, California Area Details
Jackie Frese's Retirement Security Centers Experience August 2011 - Present
Job Investment Support Specialist at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers   August 2011 - Present

Education
University of California, Berkeley
Bachelor's degree, Economics