Edward Storer

Role: Founder, Owner & President at The Wealth Training Academy
Location: Greenville, SC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Edward Storer

I am the Founder, Owner and President at the Wealth Training Academy, a nearly 20-year…

Experience

Founder, Owner & President
The Wealth Training Academy
Present

Skills

Financial Planning
Creative Entrepreneurship
Small Business
Retirement Plan Consulting
Coaching
Fixed Annuities
Retirement Planning
Business Strategy
Wealth
Asset Management
401(K) Retirement Savings Plans
Roth Ira
Business Planning
Entrepreneurship
Retirement
Strategy
401k Rollovers
Asset Allocation
Business
Finance
Investments
Management
Iras
Investment Advisory
Tax Preparation
Leadership
Tax
401k
Financial Accounting
Estate Planning
Public Speaking
Wealth Management
Insurance
Sales

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
e•••••••@wealthtrainingacademy.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••43

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Current company

The Wealth Training Academy

Financial Services · 13 employees · Founded 2001 · Greenville, South Carolina, United States

When retirement starts to feel like a new business, you need a CFO. That’s where we come in. At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination. We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth. The FIT Method F - Feedback: WTA doesn’t just stop at forming a winning strategy; we continuously coach, adjust, and improve your financial plan. Similar to halftime adjustments made by a seasoned coach, this ensures that you stay ahead of the game and adapt as the financial landscape evolves. I - Integrated Strategies: With the efficiency and thoroughness of a Personal CFO, WTA uses a holistic approach that integrates taxes, investments, insurance and estate planning. This ensures that your financial game plan shields, protects and grows your wealth so you can get down to business enjoying your retirement. T - Top-notch Affiliates: WTA has assembled a roster of top-notch affiliates to assist you in every aspect of your wealth management game. From customized tax-planning strategies to advice tailored to your investment goals, WTA’s affiliates offer expertise in various areas to support your financial journey. This group of affiliates is like having a well-rounded and versatile team that can handle any challenge head-on. Helping you find peace of mind in retirement https://www.wealthtrainingacademy.com/

wealthtrainingacademy.com

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About Edward Storer

Experience

Founder, Owner & President

Skills

Find verified contacts for anyone on LinkedIn