Charles Saunders

Retirement Plans Specialist/Special Care Planner/Certified Family Business Specialist at MassMutual Northern California

Role
Certified Family Business Specialist at Golden Summit Wealth & Insurance Solutions
Location
San Jose, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Charles Saunders

My objective is to help employers, individuals and business owners achieve their…

Experience

  1. Certified Family Business Specialist

    Golden Summit Wealth & Insurance Solutions

    Jul 2016 — Present · San Jose, CA, US

    Retirement Plan Specialist/SpecialCare Planner

Education

  • Virginia State University

    B.S.

Skills

  • Education Funding Strategies
  • Charitable Giving Strategies
  • Group and Individual Disability
  • Mutual Funds
  • Qualified Retirement Plans
  • Long Term Care Insurance
  • Special Needs Planning
  • Retirement Planning
  • Employee Benefit Services
  • Retirement Income Strategies

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Charles Saunders — Certified Family Business Specialist at Golden Summit Wealth & Insurance Solutions in San Jose, CA, US | Unifers