Shaun Sackett
VP Wealth Advisory Services at Sackett Financial Group
- Role
- Vice President at Sackett Financial Group
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice President
Nov 2005 — Present · Brea, CA, US
Education
Chapman University
B.S., Business Administration
2004 — 2008
College for Financial Planning
CFP Education Course
2013 — 2015
Skills
- Financial Services
- Pensions
- Asset Allocation
- Mutual Funds
- Securities
- Estate Planning
- Small Business
- 401k Rollovers
- Financial Advisory
- Roth Ira
- Finance
- 401k
- Wealth Management Services
- Financial Management
- Financial Planning
- Fixed Income
- Financial Planners
- Fixed Annuities
- Series 7
- Iras
- Financial Analysis
- Cash Management
- Investment Advisory Services
- Investment Management
- Portfolio Management
- Equities
- Retirement
- Strategic Financial Planning
- Wealth Management
- General Securities Registered Representative
- Personal Financial Planning
- Investment Advisory
- Investments
- Asset Management
- Retirement Planning
- Finra
- Managerial Finance
- Investment Strategies
- Alternative Investments
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