Harold Zazula

Role
Financial Advisor at Crystal Capital Management Corp
Location
Saugus, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Harold Zazula

As a Financial Advisor and CFP® professional working in a tax office, I help people make…

Experience

  1. Financial Advisor

    Crystal Capital Management Corp

    May 2019 — Present

Education

  • Queens College

    BA, magna cum laude, Mathematics, Economics, Business and Liberal Arts

    1991 — 1995

Skills

  • Valuation
  • Risk Management
  • Rollovers
  • Finance
  • Retirement Planning
  • Financial Planning
  • Financial Services
  • Life Insurance
  • Roth Ira
  • Retirement
  • Securities
  • Defined Contribution
  • Actuarial Science
  • College Savings Plans
  • 401k
  • Defined Benefit
  • Iras
  • Consulting
  • Fixed Annuities
  • Erisa
  • Variable Annuities
  • Public Speaking
  • Pensions
  • Pension Funds
  • Retirement Plan Consulting
  • Employee Benefits
  • 401(K) Retirement Savings Plans
  • Leadership
  • License in Long Term Care Insurance

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