Donald Cowie
Financial Planner / Retirement Planning Specialist at Equitable Advisors
- Role
- Financial Planner Retirement Planning Specialist at Equitable Advisors
- Location
- Johnstown, PA, US
- LinkedIn followers
- 500 followers
About Donald Cowie
Please Visit My Website: I have been providing financial…
Experience
Financial Planner Retirement Planning Specialist
Jan 2020 — Present · Johnstown, PA, US
Education
The Wharton School
Certificate in Retirement Planning
2006 — 2006
University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
1977 — 1978
University of Pittsburgh-Johnstown
Bachelor's degree, Economics
1973 — 1977
Skills
- Wealth Management
- Insurance Planning
- Annuity Services
- Long Term Life Insurance Services
- Portfolio Management Services
- Long Term Care Planning Strategies
- Investment Strategies
- Retirement Planning Services
- Retirement Income Strategies
- Term Life Insurance Services
- Ira Distribution Planning
- Succession Planning Services
- Retirement Planning
- Asset Allocation Planning
- Estate Planning Strategies
- Mutual Funds Services
- Asset Management Services
- Alternative Investments Services
- Financial Analysis Strategies
- Financial Planning
- 401k Distribution Planning
- Asset Protection Services
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