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Home > Business & Finance > Insurance > Wealth Builder
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Wealth Builder
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Insurance
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Rating:
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Languages:
English
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Since 1982, many discerning individuals have been advised on ‘Efficient’ asset allocation, selecting dependable investments, minimizing financial risks, managing debt effectively, and reducing taxes. A frequent speaker at seminars and workshops covering a broad range of topics such as Charitable Giving, College Funding, Employee Benefits, Financial Planning, and Investment Management.
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Degrees
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A U.S. Patent holder and internationally recognized as a distinguished member of Who’s Who in the areas of Computer Automation and Finance. Additionally, a registered investment advisor, diversified cash funding specialist, registered representative, and licensed insurance professional.
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My Expert Service
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Currently Chief Executive Officer of The STEWARD Financial Group, Inc., a consulting firm dedicated to educating consumers on alternative financial management with an emphasis on stewardship. And Chief Executive Officer of Automated Insurance Concepts Agency, Inc. and past-President of Project H.E.A.R.T. an IRS approved non-profit organization for the benefit of the disabled.
Over the past eighteen years honed his skills by providing creative financial management services and demonstrating expertise in a diverse portfolio of related financial products (e.g. Fixed Income and Equity Investments, Fixed and Variable Annuities, Business Insurance, Disability, Employee Benefits, Life and Long Term Care Insurance, and Qualified or Non-Qualified ‘Retirement’ Plans).
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Experience & Qualifications
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Available Modes Of Communication
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email/chat
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Contact
Wealth Builder
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