Stan S.
- Role
- Genrich Family Office
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Stan S.
Creating freedom for contributors to humanity. Stan is a former CFP with over 20…
Experience
Present
Education
The American College of Financial Services
CERTIFIED FINANCIAL PLANNER, CFP®
2004 — 2006
University of Southern California
BS, Electrical Engineering, Business, Multimedia
1997 — 2002
Thayer Leadership
Leader Metrics
2016 — 2016
Skills
- Retirement Planning
- Due Diligence
- 401k
- Charitable Giving Strategies
- Entrepreneurship
- Life Settlements
- Asset Protection
- Charitable Giving
- Wealth Management Services
- Investments
- Charities
- Annuities
- Investment Management
- Asset Allocation
- Real Estate Investor
- Risk Management
- Estate Tax Planning
- Premium Financing
- Captives
- Financial Planning
- Estate Planning
- Charitable Trusts
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Finance
- Property & Casualty Insurance
- Business Planning
- Financial Advisory
- Profit Sharing
- Wealth Management
- Pensions
- Foundations
- Insurance
- Planned Giving
- Strategy
- Defined Benefit
- Wealth
- Real Estate
- Financial Planners
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