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Financial Advisor
#retirementplans
#NorthAmerica
David Vaughan is a certified financial planner based out of Irvine, California with a total of 4 years of industry experience. Vaughan is currently employed by Pensionmark Financial Group, LLC. Vaugha
Partner/Managing Director
#fiduciary #totalrewards #retirementplans #financialwellbeing #diversityequityandinclusion
#Northamerica
As a Managing Director and Partner, Deana Calvelli is responsible for the delivery of workplace retirement plan and investment consulting, and financial wellness services for Creative Planning Retirem
Managing Director
#401k #403b #fintech #personalfinance #retirementplans
Douglas Bermudez and his dedicated team specialize in fostering enduring relationships with organizations and professionals while delivering highly personalized financial services. Their mission cente
Partner
#dol #erisa #lawyer #irsaudit #retirementplans
Heather Bader assists plan sponsors and service providers in navigating the complexities of qualified and nonqualified retirement plans, as well as health and welfare plans. While her work extends to
Managing Partner
#401k #bitcoin #retirementplans
Jeff is the CEO of Strategic Retirement Partners (SRP). SRP is a nationwide, independent team of retirement plan geeks dedicated to helping workers sift through the complexities of their financial liv
Chief Business Development Officer
#leadership #financialadvice #retirementplans #financialfreedom #financialliteracy
My career commitment continues to be very simple after over 40 years in the financial services business. Each and every day I stay steadfastly focused on using my extensive experience, expertise, educ
Senior Manager
#retirement #retirementplans #financialwellness #retirementsavings #financialindependence
Mike Webb is a seasoned professional in the realm of retirement plan consulting and investment advisory services. In 2021, he joined CAPTRUST, bringing with him a wealth of experience acquired during
Managing Director, National Tax Office - Compensation & Benefits
#compensation #retirementplans #
EXPERIENCE Norma is an employee benefits and executive compensation professional with over 25 years of experience with an emphasis on retirement plans, executive compensation, and mergers and acquisit