Dave Ritter
CFP®, CKA®, FIC, CLTC® - Financial Consultant at Thrivent
- Role
- Financial Consultant at Thrivent
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Financial Consultant
Oct 2007 — Present
As a financial consultant, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you take steps to achieve your goals.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board\'s initial and ongoing certifications requirements.
Skills
- Process Improvement
- Team Building
- Management
- Estate Strategies
- Estate Law
- Investments
- Long-Term Care
- Warehouse Management
- Fixed Annuities
- Operations Management
- Retirement Planning
- Finra
- Financial Advisory
- Supply Chain Management
- Disability Insurance
- Leadership
- Vendor Management
- Insurance
- Income Statement
- Transportation
- New Business Development
- Licensed Life & Health Insurance Agent
- Life Insurance
- Finance
- Financial Markets
- Strategic Planning
- Charitable Gift Annuities
- Portfolio Management
- Negotiation
- Disability Income Insurance
- Microsoft Office
- Sales
- Contract Negotiation
- Customer Service
- Retirement Savings
- Project Management
- Pricing
- Access
- Investment Strategies
- Financial Strategies
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