Strategic Wealth Associates

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Strategic Wealth Associates Employees

Employee
Years
Job
Industry
Jeremiah Butout Jeremiah Butout Scottsdale, Arizona Details
Jeremiah Butout's Strategic Wealth Associates Experience January 2007 - August 2012
Job Financial Advisor at Progressive Financial Concepts*
Industry Financial Services
Experience
Progressive Financial Concepts   March 2015 - Present
BNI  2013 - Present
Mass Mutual AZ   September 2012 - March 2015
Strategic Wealth Associates   January 2007 - August 2012
HomeRun Financial  June 2005 - January 2007
Goodrich  2000 - 2002

Education
Arizona State University   1996 — 2000
Bachlor in Marketing, Marketing

Jeff Hoehner Jeff Hoehner San Diego, California Details
Jeff Hoehner's Strategic Wealth Associates Experience April 2012 - May 2013
Job Hoehner Wealth Management
Industry Financial Services
Experience
WBB Securities  May 2013 - Present
Strategic Wealth Associates   April 2012 - May 2013
Morgan Stanley Smith Barney  February 2006 - April 2012
Trader Electronic Media  February 2005 - February 2006
Homes.com  August 2000 - February 2005

Skills
Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Estate Planning, Series 7, Financial Advisory, Series 63, Securities, Asset Management, Insurance, Risk Management, IRAs, 401k, Finance, Strategy, Life Insurance, Wealth Accumulation, 401k Rollovers, Leadership

Education
University of Oklahoma
Bachelor's degree

Larry Goldstein Larry Goldstein Tucson, Arizona Area Details
Larry Goldstein's Strategic Wealth Associates Experience January 2010 - December 2013
Job Financial Advisor at Nova Financial
Industry Financial Services
Experience
NOVA Financial Services  December 2013 - Present
Constellation College Planning   July 2015 - Present
Strategic Wealth Associates   January 2010 - December 2013
Twisted Tucson   June 2006 - December 2013
TM International  March 2006 - June 2009
Color Reflections  June 1999 - February 2006

Skills
Marketing, Strategy, Leadership, Sales, Management, Training, Product Development, Small Business, Graphics, Art, Wealth Management, Finance, Employee Benefits, Digital Printing, Customer Service

Education
University of Arizona   1994 — 1998
BFA, Photography

Doug Sonnenberg Doug Sonnenberg Greater San Diego Area Details
Doug Sonnenberg's Strategic Wealth Associates Experience June 2008 - December 2013
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  July 2015 - Present
New England Financial  2007 - Present
Sun Mountain Financial   January 2014 - July 2015
Strategic Wealth Associates   June 2008 - December 2013
VALIC  May 1993 - December 2005
AIG Retirement  1993 - 2005
American General Life Companies  1993 - 2005

Skills
Retirement Planning, Retirement, Life Insurance, Succession Planning, Risk Management, Strategic Financial..., Disability Insurance, Securities, Investment Advisory, Finance, Asset Management, Wealth, Series 7, Strategy, Long Term Care Insurance, Small Business, Strategic Planning, 401k, Financial Services, Series 63, Estate Planning, Business Planning, Investments, IRAs, Mutual Funds, Wealth Management, Fixed Annuities, Financial Advisory, Uniform Combined State...

Education
San Diego State University-California State University   1989 — 1993
Finance

San Diego State University-California State University   1989 — 1993
Finance

Stephanie Barnier, CFP® Stephanie Barnier, CFP® Greater San Diego Area Details
Stephanie Barnier, CFP®'s Strategic Wealth Associates Experience February 2011 - November 2014
Job Wealth Consultant at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group  November 2014 - Present
Strategic Wealth Associates   February 2011 - November 2014
Morgan Stanley  2007 - March 2011
KB Home  2002 - 2006

Skills
Investments, Risk Management, Portfolio Management, Retirement Strategies, Business Strategies, Certified Financial..., Financial Planning, Wealth Transfer, Wealth Preservation, Wealth Accumulation

Education
University of San Diego
BBA, Business

Daniel Ceschin Daniel Ceschin Phoenix, Arizona Details
Daniel Ceschin's Strategic Wealth Associates Experience July 2011 - June 2013
Job General Manager, Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  June 2013 - Present
Strategic Wealth Associates   July 2011 - June 2013
New England Financial  April 2004 - June 2011

Skills
Retirement Planning, Fixed Annuities, Life Insurance, Business Insurance, Long Term Care Insurance, Disability Insurance

Education
Central College   1979 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Cedar Rapids Washington   1977 — 1979

David Cechanowicz, JD, MSFS, CLU, ChFC David Cechanowicz, JD, MSFS, CLU, ChFC Albuquerque, New Mexico Area Details
David Cechanowicz, JD, MSFS, CLU, ChFC's Strategic Wealth Associates Experience August 2008 - June 2014
Job Director of Education at Social Security Timing
Industry Financial Services
Experience
Social Security Timing   June 2014 - Present
Strategic Wealth Associates   August 2008 - June 2014
New England Financial  August 2008 - May 2014
David A Cechanowicz & Associates   June 1980 - August 2008
Personal Wealth Advisors   June 1999 - June 2005

Skills
Estate Tax Planning, Strategic Financial..., Social Security..., Qualified retirement..., Qualified Plan..., Wealth Management, Retirement Planning

Education
University of Michigan
MS, Near Eastern Language and Literature

Central Michigan University
B.A., History, Linguistics

The American College
MSFS, Finance, Economics, Business Planning

The University of New Mexico School of Law   2005 — 2007
JD, Law

Richard Mazzochi Richard Mazzochi Scottsdale, Arizona Details
Richard Mazzochi's Strategic Wealth Associates Experience October 2013 - March 2015
Job Senior Marketing Specialist at Bedrock Financial Services
Industry Financial Services
Experience
Bedrock Financial Services   March 2015 - Present
Strategic Wealth Associates   October 2013 - March 2015
Independent Financial Group  January 2012 - August 2014
Lifewise Assurance Company of Arizona   June 2004 - August 2007
AIG Insurance  July 2002 - June 2004
Benesight  September 2000 - July 2002

Skills
Brokers, Strategic Planning, Sales, New Business Development, Management, Sales Operations, Marketing, Analysis, Process Improvement, Program Management, Negotiation, Microsoft Excel, PowerPoint, Access, Microsoft Word, Proposal Writing, Underwriting, Insurance, Account Management, Employee Benefits, Sales Management, Team Building

Education
Mesa Community College   2011 — 2013
Marketing/Public Relations, Marketing/PR

Hayfield High School   1982 — 1986
H.S. Diploma, English Language and Literature/Letters

Sean Cullina Sean Cullina Greater San Diego Area Details
Sean Cullina's Strategic Wealth Associates Experience November 2011 - June 2012
Job Financial Advisor at San Diego Insurance Services and Financial Group
Industry Financial Services
Experience
San Diego Insurance Services and Financial Group   August 2012 - Present
Mater Dei Catholic High School  August 2011 - Present
Strategic Wealth Associates   November 2011 - June 2012
Prudential Financial  February 2011 - August 2011
Martin Kelly Capital Management LLC   June 2008 - September 2010
University of San Diego Human Resources   May 2005 - 2008

Education
University of San Diego   2005 — 2009
Maketking, Finance

Shanna Kehoe Shanna Kehoe Las Vegas, Nevada Area Details
Shanna Kehoe's Strategic Wealth Associates Experience 2003 - Present
Job Partner, Personal CFO at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group  November 2003 - Present
Strategic Wealth Associates   2003 - Present

Skills
Securities, FINRA, Retirement Planning, Wealth

Education
University of Nevada Las Vegas Lee Business School   2000 — 2003
Bachelor or Arts, Economics

Nevada Career Institiute   1996 — 1997
MA, Medical Assisting

Brandon Ramiro Brandon Ramiro Greater San Diego Area Details
Brandon Ramiro's Strategic Wealth Associates Experience July 2011 - Present
Job Financial Representative at Strategic Wealth Associates
Industry Financial Services
Experience
Strategic Wealth Associates   July 2011 - Present
Independent Capital Management  August 2010 - February 2011

Education
University of San Diego   2008 — 2010
Finance

Jesse Reinle Jesse Reinle San Diego, California Details
Jesse Reinle's Strategic Wealth Associates Experience 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Strategic Wealth Associates   2012 - Present

Education
Rutgers, The State University of New Jersey-New Brunswick
Economics