Richard Stumpf
OSJ/Branch Manager at Financial Benefits, Inc.
- Role
- Personal Financial Counselor at Zeiders Enterprises, Inc.
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
About Richard Stumpf
People ask me what a financial planner really does. I tell them I have a very fun job.…
Experience
Personal Financial Counselor
May 2005 — Present · Wichita, KS, US
Presented financial briefings to mostly Army National Guard soldiers and their spouses, as the soldiers were preparing to be deployed in support of the Iraq and Afghanistan conflicts. Did one on one counseling to answer specific questions.
Education
Kansas State University
BS in Agriculture, Agronomy and Crop Science
1975 — 1979
University of Montana
Master of Business Administration (MBA), Finance, General
1980 — 1983
Skills
- Financial Planning
- Charitable Gift Planning
- Retirement Planning
- Insurance
- Investment Management
- Financial Services
- Investment Advisory
- Comprehensive Financial Planning
- Estate Planning
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Executive Benefit Strategies
- Wealth Management
- Retirement
- Education Funding
- Investments
- Asset Management
- Investment Strategies
- Social Security
- Qualified Retirement Plans
- Portfolio Management
- Life Insurance
- Finance
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