Marie Kletke

Entrpreneur, Business and Financial Coaching, Speaker, Author, Philanthropist

Role: Financial Consultant at Global View Capital Management, Llc
Location: Long Beach, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant
Global View Capital Management, Llc
Oct 2012 — Present

Education

University of the Philippines
Philosophy
Academy for Invincible Healers
Certification, Healer Certification Level I
Mastermind Business Academy
Business Development
2024

Skills

Financial Services
Women's Issues
Protection Planning/Family Security
Fixed Annuities
Women Owned Business
Business Development
Professional Mentoring
Wealth Preservation Planning
Estate Planning
Retirement
Retirement Planning

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@gvcmanagement.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••57

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Current company

Global View Capital Management, Llc

Investment Management · 27 employees · Founded 2011 · Waukesha, Wisconsin, United States

Global View Capital Management, Ltd is a diversified financial services firm with business in investment advisory, business development, global asset management and insurance. Our platform offers global tactical asset allocation services that deliver institutional-quality strategies in one simple portfolio. We were founded by a group of passionate independent investment professionals dedicated to a fiduciary standard of care. We are an SEC Registered Investment Advisory firm with over 140 associates and employees headquartered in Waukesha, WI and Toronto, Canada. Our business model serves as the 21-century model of the future by partnering with the world’s best advisors, money managers and product partners to design, grow and protect the personal economies of families from all over the world.**PLEASE READ** Global View Capital Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis-information may be deleted

gvcmanagement.com

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Experience

Financial Consultant

Education

University of the Philippines

Academy for Invincible Healers

Mastermind Business Academy

Skills

Find verified contacts for anyone on LinkedIn