Kerry Wallingford
Financial Educator at Wallingford Financial & College Planning | Expert in Employee Benefits and Retirement
- Role
- Insurance Advisor at Wallingford Financial Services
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kerry Wallingford
At Wallingford Financial Services, our team excels in crafting bespoke benefit plans that align with employer budgets and objectives. With a steadfast commitment to personalized service, we\'ve become trusted advisors, ensuring clarity and strategic decision-making for both businesses and individuals seeking financial security and prosperity.Our core strategy program not only attracts and retains top talent through exceptional benefit offerings but also empowers clients with robust financial education. The collective success of our clients is a testament to our concierge-level advocacy and the precise implementation of financial plans that cater to their unique needs.
Experience
Insurance Advisor
Wallingford Financial Services
Oct 2002 — Present
Yet another top quality Mutual Life company that allows us to best provide quality solutions for our clients. If it\'s Long Term Care Asset protection, Life Insurance or Annuities we rely on carriers like Pacific Life to help us find the right solutions for our clients.
Education
University of Puget Sound
Bachelor of Business Administration - BBA
University of Puget Sound
BA, Business Administration
1981 — 1985
The American College of Financial Services
CLU, ChFC, RICP, Finance and Financial Management Services
1987 — 1990
Skills
- Employee Benefits
- Philanthropy
- Disability Insurance
- Retirement Planning
- Life Insurance
- Strategic Financial Planning
- Estate Planning
- Finance
- Insurance
- Term Life Insurance
- Wealth
- Health Insurance
- Small Business
- Long-Term Care
- Public Speaking
- Retirement
- Strategy
- Fixed Annuities
- Financial Services
- Financial Planners
- Management
- Whole Life
- Long Term Care Insurance
- Critical Illness
- Financial Advisory
- College Education Planning
- College Savings Plans
- Financial Planning
- Wealth Management
- Whole Life Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.