K. Richard Engel
Financial Advisor @Greater Heartland Financial Group Of Prudential Advisors
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Greater Heartland Financial Group Of Prudential Advisors
Denver, CO, US
Helping clients develop sustainable plans addressing their insurance, retirement, lifetime income and long-term care needs.
EDUCATION
Santa Clara University
Master of Business Administration - MBA, International Finance
University of Colorado Boulder - Leeds School of Business
Bachelor of Science - BS, Accounting / Finance
SKILLS
ABOUT K. RICHARD ENGEL
I am an experienced financial advisor and educator with capabilities providing the financial guidance and insights to allow my clients to reach their financial goals and obtain peace of mind. My process is both collaborative and educational, focusing on setting goals and executing financial strategies focused on delivering outcomes in ever challenging and unpredictable environments. I bring a strong team through the Guardian network in building and maintaining long-term, adaptive relationships with the goal of strategic, multi-generational solutions, educating my clients, delivering personalized and comprehensive solutions, allowing them to own their financial future and confidently navigate future environments.Areas of expertise include:Business Continuity Planning • Financial Advisory • Blended Family PlanningEstate Planning and Trusts • Protection of Human Life Value • Education PlanniLifetime Income • Tax and Risk Focused Strategies • Employee RetentionSocial Security and Medicare Optimization • Long-Term Care Planning • Risk AssessmentFinancial Investments • Financial Strategy & Execution • Retirement Distribution/COMPLIANCE:20••••93/
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.