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
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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