Rupert Gregorio
Investor
- Role
- Principal Securities Senior Financial Advisor at Principal Financial Group
- Location
- Bakersfield, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rupert Gregorio
Securities and advisory products offered through Principal Securities, Inc, member SIPC Des Moines, IA 50392. Rupert Gregorio is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Experience
Principal Securities Senior Financial Advisor
Jan 2017 — Present · Bakersfield, CA, US
Education
California State University-Bakersfield
BS
1991 — 1995
Skills
- Estate Conservation
- Business Continuation
- College Funding
- Retirement Plans
- Wealth Accumulation Strategies
- Disability Income Insurance
- Income Protection
- Life Insurance (Term, Universal, Whole)
- Asset Allocation Analysis
- Estate Planning Strategies
- Brokerage Accounts
- Long Term Care Insurance
- Iras (Roth, Traditional)
- Key Person Insurance
- Retirement Planning
- Informal Business Valuation
- Mutual Funds
- Retirement Account Reviews
- Annuities (Fixed & Variable)
- 401(K), 403(B), Sep & Simple Iras
- Charitable Giving
- Buy-Sell Agreements
- Deferred Compensation Plans
- Executive Benefit Strategies
- Current Policy Review
- Financial Needs Analysis
- Buy-Sell Review
- Executive Bonus Plans
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