Gordon Wollman

About Gordon Wollman

One word sums it up: POSSIBILITIES. Anthing is possible with the right plan and support -…

Experience

1. Financial Advisor, Rjfs Ms-financial Planning, Cfp, Chfc, Cmfc, Chfebcsm, Crps, Awma, Aams

   Cornerstone Financial Solutions, Inc

   Jan 1993 — Present

   From our two offices in South Dakota, the team at Cornerstone Financial Solutions, Inc, works with successful individuals from the Midwest and around the country to provide comprehensive financial planning for building, managing, preserving and transferring wealth.\\\\n\\\\nWhether you are already retired, nearly retired or simply planning ahead, we are privileged to help you find purpose, direction, and meaning as you move toward the financial goals you have for yourself and your family.\\\\n\\\\nOur clients can expect a professional approach to financial planning and a personal relationship that is valuable and enriching.\\\\n\\\\nThe financial advisors at Cornerstone Financial Solutions design personalized plans for retirees and pre-retirees based on individual needs and life goals. Our array of services include personalized portfolio management, investment strategies, tax reduction, retirement income distribution, insurance planning and estate planning for family wealth preservation.\\\\n\\\\nSecurities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.\\\\n\\\\nFor important disclosure information, please see the \"Social Media Disclosure\" link in the \"Contact Info\" section.\\\\n\\\\nFederal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠, chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo in the U.S.\\\\n\\\\nCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.\\\\n\\\\n\\\\n

Education

• College for Financial Planning

  Accredited Wealth Management Advisor - AWMA®

• College for Financial Planning

  CERTIFIED FINANCIAL PLANNER - CFP®

• College for Financial Planning

  Master’s Degree, Master of Science, Personal Financial Planning

• South Dakota State University

  Bachelor of Science Degree

• College for Financial Planning

  Chartered Financial Consultant - ChFC

• College for Financial Planning

  Chartered Retirement Plans Specialist - CRPS®

• College for Financial Planning

  Chartered Mutual Fund Counselor - CMFC®

• College for Financial Planning

  Accredited Asset Management Specialist - AAMS®

• Federal Seminars & ChFEBC℠ Inc.

  Chartered Federal Employee Benefits Consultant - ChFEBC℠

Skills

• Retirement Planning
• Training
• Risk Management
• Sales Management
• Strategic Planning
• New Business Development
• Wealth Management Services
• Investments
• Csrs
• Leadership
• Estate Planning
• Securities
• 401(K) Retirement Savings Plans
• Strategic Financial Planning
• Investment Strategies
• Financial Services
• Wealth Advisor
• Real Estate
• Investment Advisory
• Program Management
• Federal Retirement Planning
• Business Planning
• Referrals
• Insurance
• 401(K)
• Investment Research
• Wealth
• Financial Planners
• Small Business
• Asset Allocation
• Customer Service
• Strategy
• Fers
• Management
• Social Media
• Marketing
• Financial Planning
• Portfolio Management
• Investment Management
• Employee Benefits