Personal Information
Unternehmen/Arbeitsplatz
Santa Rosa, CA United States
Beruf
Financial Consultant
Branche
Finance / Banking / Insurance
Webseite
rubins401k.com/
Info
An independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has over 25 years experience providing investment management and financial consultation, specializing in retirement plan distributions for both participants and their heirs. Having established his own successful financial planning practice in 1986, Harry particularly enjoys teaching and coaching his clients, sharing what he has learned as a lecturer, and “translating” challenging and complex tax, estate, and financial planning information into understandable strategies for his clients
Tags
roth ira
401k
ira
financial
trusts
bar association
estates
securities
accountant
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