Steve Shearn Quintes
Proud to be a Premier Provider of Company Retirement Plans!
- Role
- President at Quintes Securing Retirement Outcomes
- Location
- Salinas, CA, US
- LinkedIn followers
- 500 followers
About Steve Shearn Quintes
As President of Quintes, I have the pleasure of leading a team of professionals who…
Experience
President
Quintes Securing Retirement Outcomes
Jan 2016 — Present · Salinas, CA, US
As President of Quintes, I’m responsible for the growth of our firm and delivery of an exemplary service experience for our clients. I have a significant role in the sales and marketing of the services we provide. I enjoy meeting prospective new clients and creating the systems needed to expand our brand. In addition, I work closely with our plan administrative team to make sure our compliance services are performed timely and accurately.
Education
California State University, Fresno
Bachelor of Science, Business Finance
1976 — 1977
Skills
- Fixed Annuities
- Strategies
- Tax
- Personal Finance
- Disability Insurance
- Qualified Retirement Plans
- Cpa
- 401k Rollovers
- Profit Sharing
- Wealth Management
- Roth Ira
- Pensions
- Investment Advisory
- Series 7
- Wealth Accumulation
- Iras
- Certified Financial Planner
- Retirement Savings
- Business Transformation
- Investment Management
- Series 63
- Defined Benefit
- Asset Allocation
- Erisa
- Financial Services
- Defined Contribution
- 457 Plans
- Investment Advisory Services
- Mutual Funds
- Retirement Planning
- Insurance
- Retirement Plan Consulting
- 401k
- Investments
- Partnership Taxation
- Estate Planning
- Wealth Preservation Planning
- Retirement
- 403 B
- Estate Preservation
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