Joe Gordon
- Role
- Managing Partner at Gordon Asset Management, Llc
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Joe Gordon
I graduated from UNC Chapel Hill with a B.S. in Business Administration. I also took many…
Experience
Managing Partner
Aug 2001 — Present
SEC registered investment advisory firm focused on ERISA fiduciary governance services to DC and DB plans as well as custom goals based planning for high income and high net worth clients, with complete independence of large bureaucratic compliance departments and with complete transparency
Skills
- Retirement
- Ira's
- Inheritance Tax Planning
- Wealth Management
- Esop
- Income Protection
- Mutual Funds
- Financial Advisory
- Performance Measurement
- Wealth
- Financial Planning
- Equities
- Iras
- Roth Ira
- Strategic Financial Planning
- Rollovers
- Investments
- 401k
- Pensions
- Asset Managment
- Pension Administration
- Retirement Planning
- Portfolio Management
- Plan Design
- Cafeteria Plans
- Sep
- Savings
- Annuities
- Disclosure
- Life Insurance
- Employee Benefits
- Erisa
- Defined Benefit
- Asset Management
- Retirement Plan Consulting
- Profit Sharing
- Transparency
- Benefits
- Analysis
- Financial Advice
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