Brett Shofner
Principal Partner @ WorkPlanRetire.com | 401k, Retirement, Series 63
- Role
- Senior Vice President at Osaic
- Location
- Delray Beach, FL, US
- LinkedIn followers
- 500 followers
About Brett Shofner
We believe every American deserves the opportunity to reach financial independence. Employers average 83% of their overall expense budget toward employees via salaries, benefits etc. Employees are often the most important asset of any company. Employers have limited visibility into this huge capital spend. We create simple, relatable and actionable technology for Employers to help their Employees reach financial independence with as little friction as possible. This helps Employers get a true ROI on their employee benefits spend.No employee left behind!
Experience
Senior Vice President
Jan 2002 — Present · Delray Beach, CO
We focus on advisory services for employer retirement plans. We service clients all over the nation based out of South Florida. We have built our practice up to include 10 professionals, servicing nearly clients with over $1 billion in client assets and thousands of employees. Recently, we have been expanding our footprint to the Denver and New York areas respectively.
Education
UC Santa Barbara
Bachelor's Degree, English
1991 — 1995
Skills
- Series 7
- Retirement Plan Consulting
- Series 63
- Retirement
- 401k
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