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Joe Gordon

Managing Partner @Gordon Asset Management, Llc

Raleigh-Durham-Chapel Hill, NC, US
EMAILS
j••••••••@wealthqb.com
MOBILE NUMBERS
+13•••••••90

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WORK HISTORY

Aug 2001 — Present

Managing Partner @Gordon Asset Management, Llc

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

RetirementIra'sInheritance Tax PlanningWealth ManagementEsopIncome ProtectionMutual FundsFinancial AdvisoryPerformance MeasurementWealthFinancial PlanningEquitiesIrasRoth IraStrategic Financial PlanningRolloversInvestments401kPensionsAsset ManagmentPension AdministrationRetirement PlanningPortfolio ManagementPlan DesignCafeteria PlansSepSavingsAnnuitiesDisclosureLife InsuranceEmployee BenefitsErisaDefined BenefitAsset ManagementRetirement Plan ConsultingProfit SharingTransparencyBenefitsAnalysisFinancial Advice

ABOUT JOE GORDON

I graduated from UNC Chapel Hill with a B.S. in Business Administration. I also took many…

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