Wealth Management Strategies

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Wealth Management Strategies Employees

Employee
Years
Job
Industry
Josh Hardman Josh Hardman Greater Salt Lake City Area Details
Josh Hardman's Wealth Management Strategies Experience May 2012 - May 2015
Job Financial Advisor at BCJ Capital Management
Industry Financial Services
Experience
BCJ Capital Management   May 2012 - Present
AXA Advisors  May 2012 - May 2015
Wealth Management Strategies   May 2012 - May 2015
Wells Fargo  August 2009 - April 2012
The Church of Jesus Christ of Latter-day Saints  March 2006 - March 2008

Skills
Investment Advisory, Life Insurance, Investment Management, Financial Analysis, Investments, Retirement Planning, Finance, Financial Services

Education
University of Utah - David Eccles School of Business   2008 — 2012
Bachelor's Degree, Finance

University of Utah - College of Humanities   2008 — 2012
Minor, Mandarin Chinese

The American College   2015 — 2016
CFP, Financial Planning

John C Peterson John C Peterson Orange County, California Area Details
John C Peterson's Wealth Management Strategies Experience April 2014 - Present
Job Financial Consultant at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies   April 2014 - Present
AXA Advisors  April 2014 - Present
9 Points Realty   October 2013 - Present
Coldwell Banker Residential Brokerage  July 2012 - October 2013
MD Webb & Assoc   August 2008 - January 2012
REO World  March 2007 - August 2008
Pebble Beach Company  July 2006 - March 2007

Skills
Financial Analysis, Retirement Planning, Financial Services, Investment Strategies, Investments, Estate Planning, Strategic Financial..., Finance, Investment Management, Business Strategy, Customer Service, Sales, Strategy, Strategic Planning, Investors, Real Estate, REO, Foreclosures, HUD, Short Sales, Property, First Time Home Buyers, Investment Properties, Property Management, Sellers, SFR, Contract Negotiation, Loss Mitigation, Real Estate Transactions, Condos, Single Family Homes, Marketing, Negotiation, Relocation, Referrals, Leadership

Education
Temple University - Fox School of Business and Management   2004 — 2006
Bachelor of Business Administration, Business Management

DJ Engrassia DJ Engrassia Rocky Mount, North Carolina Details
DJ Engrassia's Wealth Management Strategies Experience May 2009 - May 2012
Job Insurance Producer at MSH Insurance
Industry Individual & Family Services
Experience
MSH Insurance   May 2012 - Present
Wealth Management Strategies   May 2009 - May 2012
Basil's Pizza & Restaurant   March 2009 - May 2011

Skills
Strategic Planning, Customer Service, Financial Analysis, Business Analysis, Communication, Project Management, Mathematics, Marketing Research, Online Research

Education
East Carolina University   2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Northern Nash High School   2003 — 2007

Tracy Bailey Tracy Bailey Bedford, Indiana Details
Tracy Bailey's Wealth Management Strategies Experience 1995 - 1998
Job Branch Sales Manager at Regions Financial Corporation
Industry Insurance
Experience
Regions Financial Corporation  February 2015 - Present
Bailey Insurance Group   January 2004 - February 2015
Legal Shield  1995 - 2013
RBS Building Materials   2000 - 2006
Wealth Management Strategies   1995 - 1998
Prudential Financial  January 1991 - 1995

Skills
Property & Casualty..., Life & Health Insurance..., Commercial Insurance, Financial Planners, Estate Planning, Pre-Paid Legal Services, Investments, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Health Insurance

Education
Indiana University Bloomington
General Studies

DAWN ALTA REHRIG DAWN ALTA REHRIG Washington D.C. Metro Area Details
DAWN ALTA REHRIG's Wealth Management Strategies Experience June 2002 - Present
Job President at WEALTH MANAGEMENT STRATEGIES
Industry Financial Services
Experience
WEALTH MANAGEMENT STRATEGIES   June 2002 - Present
Morgan Stanley Dean Witter  November 1991 - June 2002
LG Corporation   September 1988 - August 1991

Education
Temple University   1986 — 1988
MJ, JOURALISM

JEARL MEEKS, CPA, CFP, CRPS JEARL MEEKS, CPA, CFP, CRPS Tulsa, Oklahoma Details
JEARL MEEKS, CPA, CFP, CRPS's Wealth Management Strategies Experience January 2009 - Present
Job Owner/President of Wealth Management Strategies 1719 E. 71st Street
Industry Investment Management
Experience
Wealth Management Strategies   January 2009 - Present
Tulsa Area United Way  1993 - Present
Tulsa Chapter of Financial Planning Association   2009 - 2010
Business Financial Group  March 2005 - December 2008
Warton Archon Corporation   1992 - 2005
Memorex Telex Corporation  1987 - 1992
Norris Division of Dover Corporation   1982 - 1987
Nordam - LORI   1977 - 1982
Ernst & Young  1975 - 1977

Skills
Tax, Business Planning, Risk Management, Wealth Accumulation, Estate Planning, Retirement Planning, Financial Planning, Retirement, Wealth Management, Insurance Planning, Long Term Care, Wealth, Investments, Asset Protection, Annuities, Disability Insurance, 401k, Inheritance Tax Planning, IRA's, Asset Management, Wealth Transfer, Savings, Pensions, Compliance, Investment Advisory, Asset Allocation, Long-term Care, Financial Advice, Charitable Giving, Portfolio Management, Financial Analysis, Retirement Income..., Investment Strategies, Financial Advisory, Personal Finance, Series 7, Wealth Preservation, Small Business, Comprehensive Wealth...

Education
University of Tulsa   1973 — 1975
BSBA, Accounting

Cameron University   1971 — 1973
Associate of Arts (AA), Computer Science

Emily Stapley Emily Stapley Irvine, California Details
Emily Stapley's Wealth Management Strategies Experience August 2013 - December 2013
Job Intern at Wealth Management Strategies®, Inc.
Industry Financial Services
Experience
Wealth Management strategies   August 2013 - December 2013
Brigham Young University  April 2013 - August 2013
Brigham Young University  August 2011 - April 2012

Skills
Teaching, Tutoring, Higher Education, Research, Stata, SPSS, Statistics, Public Speaking, Editing, Curriculum Design, University Teaching, Mathematica, Spanish, Matlab, LaTeX, Qualtrics, Curriculum Development, PowerPoint, Qualitative Research, College Teaching, Student Development

Education
Brigham Young University   2009 — 2015

Jace Beck Jace Beck Orange County, California Area Details
Jace Beck's Wealth Management Strategies Experience October 2003 - Present
Job Financial Consultant at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies   October 2003 - Present
Morgan Stanley  April 1990 - September 2003

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Pensions, New Business Development, Account Management, Life Insurance Planning, Long-Term Care Planning..., Investment Planning

Education
California State University-Fullerton   1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance & Marketing

Clinton Brown Clinton Brown Orange County, California Area Details
Clinton Brown's Wealth Management Strategies Experience January 2009 - April 2012
Job President at Clinton Brown Financial
Industry Financial Services
Experience
Clinton Brown Financial   May 2012 - Present
BCJ Capital Management   February 2014 - Present
The Pension Dilemma   May 2012 - Present
Wealth Management Strategies   January 2009 - April 2012
AXA Advisors  February 2001 - April 2012
Yucaipa Valley Chamber of Commerce   January 2007 - December 2008
AXA Advisors  November 2005 - December 2008
The Arizona Republic  May 2000 - February 2001
Quepasa Corporation  September 1997 - May 2000

Skills
Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Insurance, Investment Strategies, Investment Advisory, 401k, Small Business, Life Insurance, Financial Planning, Fixed Annuities, Finance, Wealth Management, Series 7, IRAs, Mutual Funds, Long-term Care, Wealth Accumulation, Asset Management, Fundraising, Asset Allocation, Disability Insurance, Employee Benefits, Strategic Financial..., Securities, Series 63, Term Life Insurance, Health Insurance, Pensions, Retirement Planning

Education
Arizona State University, W. P. Carey School of Business   1998 — 2000
Finance, Finance

Brigham Young University   1996 — 1998
Associates, Business

Brigham Young University - Idaho   1993 — 1994
Associates, General Education

Eli Pinhas Eli Pinhas Birmingham, Alabama Area Details
Eli Pinhas's Wealth Management Strategies Experience January 2015 - Present
Job Principal at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies   January 2015 - Present
Jackson Hewitt Tax Service  January 2008 - April 2014
Pitney Bowes  April 2001 - April 2007
Shayna International Inc.   December 1975 - December 2000

Skills
Customer Service, Sales, Leadership, Strategic Planning, Team Building, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Public Speaking

Education
Georgia State University   1970 — 1974
BBA, Management

Henry Grady High School   1965 — 1970

Guy R. Walker Guy R. Walker Santa Barbara, California Area Details
Guy R. Walker's Wealth Management Strategies Experience January 1996 - Present
Job President & Founder, Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies   January 1996 - Present
New York Life Insurance Company  1990 - 2011
Cottage Health System  January 1986 - June 1990
Cottage Health System  1986 - 1990

Skills
Retirement Planning, Licensed Life Insurance..., Estate Planning, Legacy Planning, Business Succession..., Business, Plannning, Life Insurance, Retirement, Long-term Care, Succession Planning, Wealth Accumulation, Long Term Care Insurance, Fixed Annuities, Disability Insurance, IRAs, Financial Planners, Mortgage Lending, Term Life Insurance, Whole Life, Wealth, Series 63, Small Business, Wealth Management, Mutual Funds, Strategic Financial..., Investment Advisory, 401k, Health Insurance, Financial Advisory, Investment Strategies, Investments, College Savings Plans, Asset Allocation, Financial Services, Insurance, Series 6, Alternative Investments, Buy-sell Agreements, Employee Benefits, Trusts, Health Savings Accounts, Personal Finance, Asset Management, Roth IRA, Financial Planning

Education
Vassar College   1976 — 1978
General Education

University of Southern California   1981 — 1983
Studied Political Science, Studied Accounting

University of California, Santa Barbara   1984 — 1986
Bachelor of Arts (B.A.), Economics, Political Science, Black Studies

Debbie Kiesel-Ryan Debbie Kiesel-Ryan Greater Pittsburgh Area Details
Debbie Kiesel-Ryan's Wealth Management Strategies Experience February 2011 - April 2013
Job Customer Service Representative II at PNC
Industry Financial Services
Experience
PNC  2014 - Present
BNY Mellon  June 2013 - 2014
Wealth Management Strategies   February 2011 - April 2013
Edward Jones  August 2008 - February 2011
Transamerica Asset Management  July 2007 - August 2008
Transamerica Asset Management  December 2004 - July 2007
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent Technologies/Avaya   August 1977 - January 2003
AT&T/Lucent technologies/Avaya   August 1977 - January 2003

Skills
Administrative..., Spreadsheets, Telephone Skills, Fax, Financial Services, Confidentiality, Data Entry, Calendars, Outlook, Office Administration, Travel Arrangements, Organization &..., Office Management, PeopleSoft, Office Equipment, Call Center, Insurance, Highly detail oriented, Appointment Scheduling, Access, Credit, Customer Service, Phone Coverage, Work Without Supervision, Handle Confidential..., Handle Multiple..., Gatekeeping, Message Taking, High level of..., Interact with All..., Office Equipment..., Office Equipment..., Microsoft Office 2007, Customer Retention, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Internet Explorer, Records Management, Database Admin, Troubleshooting, Administrative Work, Schedules, Supervisory Skills, Transaction Processing, Voice Mail, Client Relations Skills, Invoicing, Call Centers

Education
St. Petersburg College   1998 — 2004
Telecommunications Engineering

Pennsylvania State University-Penn State Greater Allegheny   1992 — 1994
Business Management, Certificate

Penn Hills Senior High School   1969 — 1973

Rogers Penfield, CFP(r) Rogers Penfield, CFP(r) Knoxville, Tennessee Details
Rogers Penfield, CFP(r)'s Wealth Management Strategies Experience April 1979 - Present
Job Owner at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies   April 1979 - Present

Skills
Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Asset Management, Insurance Planning, Retirement, Long Term Care, Investment Strategies, Social Security Planning, Social Security..., Long-term Care, Asset Allocation, Series 7, Financial Planners

Education
University of Alabama