Jeffrey Gardner
Wealth Advisor at Terramar Wealth
- Role
- Wealth Advisor at Commonwealth Financial Network
- Location
- Richmond, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Commonwealth Financial Network
May 2024 — Present
Education
Chapman University
B.S, Marketing
1992 — 1994
Skills
- Management
- Financial Advisory
- Plannning
- Roth Ira
- Customer Service
- Sep Ira's
- Life/Health Insurance
- Debt Management
- Retirement Planning
- Mortgage Marketing
- Financial Planning
- 401k
- Financial Planning Services
- Wealth Management
- Mortgage Services
- Strategic Planning
- Retirement
- Strategic Financial Planning
- Education Funding
- Iras
- Leadership
- Annuities
- Mutual Funds
- 401k Rollovers
- 401k's
- Life Insurance
- Finance
- Securities
- Investments
- Estate Planning
- Public Speaking
- Wealth
- Pension Design and Group Benefits
- Fixed Annuities
- Fee-Based Advisory Services
- Microsoft Office
- Financial Planners
- 401(K) Retirement Savings Plans
- Disability Insurance
- Educational Funding
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