Leanne With the Plan Plancic

Retirement Planning Specialist at Equitable Advisors

Role
Retirement Planning Specialist at Equitable Advisors
Location
Bellevue, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Retirement Planning Specialist

    Equitable Advisors

    Jan 2020 — Present

    CA Insurance Lic # 0I47340.Leanne with the Plan is not owned or operated by Equitable Advisors or its affiliates.

Education

  • The Wharton School

    Retirement Planning Specialist Designation

    2014

  • University of Washington

    Communication , Statistics

    2003 — 2008

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Leanne With the Plan Plancic — Retirement Planning Specialist at Equitable Advisors in Bellevue, WA, US | Unifers