Allan S. Oxman
President & CEO @Creative Planning Strategies
Charlotte, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Apr 2017 — Present
President & CEO @Creative Planning Strategies
View department →
EDUCATION
1971
Georgia State University
Bachelor of Business Administration - BBA, Accounting
1978
American College
Chartered Life Underwriter (CLU), Insurance
1969 — 1971
Georgia State University
BBA, Accounting
N/A
Georgia State University
Bachelor of Business Administration - BBA, Accounting
1979
American College
Chartered Financial Consultant (ChFC), Financial Services
2014
Fi360
Accredited Investment Fiduciary (FIA)
SKILLS
Time ManagementSecuritiesEstate PlanningRetirementStrategic Financial PlanningInvestment StrategiesWealth Management ServicesFinancial PlanningAsset AllocationWealthInvestmentsSeries 63Qualified Retirement PlansWealth Management401kWealth AccumulationUniversal LifeEmployee BenefitsTerm Life InsuranceSeries 6InsuranceFinancial AdvisoryDisability InsurancePensionsExecutive PayFixed AnnuitiesLong-Term CareFinancial PlannersIrasLife InsuranceFinanceRetirement Plan ConsultingRetirement PlanningLong Term Care InsuranceDefined BenefitVariable Annuities
ABOUT ALLAN S. OXMAN
Innovative and Creative Ideas !!!
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.