Guy Hocker
President at Cetera Retirement Plan Specialists | Helping advisors help employers help employees with retirement stewardship.
- Role
- President at Pensionpro
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Guy Hocker
ERISA consultant and retirement plan consulting executive with 25+ years of experience…
Experience
President
Nov 2010 — Present · Walnut Creek, CA, US
Cetera Retirement Plan Specialists is a full service retirement plan consulting firm based in Walnut Creek, CA.
Education
University of California, Berkeley Walter Haas School of Business
Bachelor of Science, Business Administration
1982 — 1985
William Howard Taft University
Juris Doctorate, Law
1988 — 1992
Skills
- Employee Benefits
- Techniques
- Fixed Annuities
- Securities
- Estate Planning
- Financial Planning
- Series 63
- Iras
- Series 6
- Insurance
- Business Planning
- Retirement Plan Consulting
- Financial Planners
- Investments
- Due Diligence
- 401k
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Defined Benefit
- Financial Advisory
- Profit Sharing
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Advisory
- Strategic Planning
- Mergers
- Wealth Management
- Pension Funds
- Retirement Planning
- Finra
- Life Insurance
- Finance
- Goals
- Fiduciary Management
- Mergers & Acquisitions
- Asset Management
- Pensions
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