Jeremy Pomer
401(K) & 403(B) Fiduciary Advisors, Inc @401 K & 403 B Fiduciary Advisors, Inc
San Jose, CA, US
EMAILS
j••••••@401k403bfa.com
MOBILE NUMBERS
+14•••••••91
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WORK HISTORY
Present
401(K) & 403(B) Fiduciary Advisors, Inc @401 K & 403 B Fiduciary Advisors, Inc
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EDUCATION
2010 — 2011
Kaplan
CFP®, CERTIFIED FINANCIAL PLANNER™
2009 — 2010
College for Financial Planning
CRPS®, CHARTERED RETIREMENT PLANS SPECIALISTSM
1998 — 2000
University of San Diego
B.B.A., Business
SKILLS
Human ResourcesDefined BenefitAsset AllocationMutual Funds401kDefined ContributionSeries 7RetirementSeries 6InsuranceInvestment AdvisorySeries 63InvestmentsFinancial AdvisoryProfit SharingRetirement PlanningRetirement Plan ConsultingSecuritiesEmployee Benefits
ABOUT JEREMY POMER
As a Senior Plan Consultant for 401(k) & 403(b) Fiduciary Advisors, Jeremy maximizes…
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