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Cfp® Wynn Smith

Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary at Certified Financial Group

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I am Certified Financial Group’s Pooled Employer Plan (PEP) 401(k) Consultant and Specialist for employers seeking to change to or establish a retirement program utilizing the SECURE Act’...

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CERTIFIED FINANCIAL GROUP

CERTIFIED FINANCIAL GROUP

  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Certified Financial Group Org Chart and Mapping

Employees

Cfp® Wynn Smith

Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary

Cfp® Todd Tocco

Certified Financial Planner™ Practitioner

Aif® Dillon Little

Associate Financial Planner

Joan Hensley

Administrative Assistant

Kathleen Anez

Chief Operating Officer / Director of HR

Roger Johnson

Certified Financial Planner™

Dave Balakrishnan

Associate Financial Planner

Frequently Asked Questions Regarding Cfp® Wynn Smith

Answer: Cfp® Wynn Smith works for Certified Financial Group as Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary

Answer: Cfp® Wynn Smith’s role in Certified Financial Group is Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary

Answer: Cfp® Wynn Smith's email address is w***@gmail.com

Answer: Cfp® Wynn Smith's business email address is w****@financialgroup.com

Answer: Cfp® Wynn Smith’s direct phone number is (***)-***-****

Answer: Cfp® Wynn Smith works in the industry of: Financial Services

Answer: Cfp® Wynn Smith is the current Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary at Certified Financial Group.... Read More

Answer: Cfp® Wynn Smith works Certified Financial Group located at 1111 Douglas Ave, Altamonte Springs, Florida, 32714, United States

Answer: Certified Financial Group's Pooled Employer Plan (Pep) 401(k) Consultant / Specialist and 3(38) Fiduciary is Cfp® Wynn Smith

Answer: Cfp® Wynn Smith contact details:

  • Phone number  :  (***)-***-****
  • Email  :  w****@financialgroup.com

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