Gray e Pendleton
CFP® CERTIFIED FINANCIAL PLANNER™ focused on working with Retirees, Retirement Plans and Business Leaders
- Role
- Financial Planner Investment Manager Retirement Plan Fiduciary at Pendleton Financial
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Gray e Pendleton
Helping retirement plans, retirees, and business leaders grow and protect their…
Experience
Financial Planner Investment Manager Retirement Plan Fiduciary
Dec 2010 — Present
Helping retirees, families, and businesses by helping grow and protect their investments. We are fee-based investment advisors who put client’s needs first as fiduciaries. We focus on the goals of the client and build a financial and retirement plan around those goals. We follow time-tested principles to deliver consistent advice to our clients and help achieve their goals. Whether it be crafting tax-advantaged strategies, helping to create an estate plan, managing the retirement plans of businesses, or planning for long term care, we are here for our clients. How We Help:· Growth of Assets through Investing· Wealth Protection· Planning for Retirement Income· 401k Investment Advice· Charitable Planned Giving· Equitable Estate DistributionTools We Use:· Tax-Efficient Investment Accounts· Stocks & Bonds· Exchange Traded Funds & Mutual Funds· Life Insurance & Annuities· Disability & Long Term Care InsuranceProfessional Partners:· Certified Public Accountants· Estate Planning Attorneys· Property & Casualty Insurance Brokers· Employee Benefits Advisors· Commercial & Personal Bankers· Real Estate Brokers
Education
Hampden-Sydney College
BA, Economics & Commerce
2004 — 2007
Duke University
Executive Certificate in Financial Planning, Financial Planning and Investment Management
2014 — 2015
Skills
- Self-Funded Medical Insurance Plans
- Equities
- Universal Life
- Health Insurance
- Strategic Asset Allocation
- Life Insurance
- Cancer Insurance
- Term Life Insurance
- Investments
- Estate Planning
- Pharmacy Benefit Management
- Charitable Giving Strategies
- Employment Law
- Key Person Insurance
- Employee Benefits
- 403 B
- Long Term Care
- Strategic Financial Planning
- Wealth Management
- Compliance
- Retirement Planning
- Executive Compensation
- Etfs
- Disability Insurance
- 401k
- Human Resources
- Annuities
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