# personal financial advisor

Pete Kaplan - President - PK Financial Group | LinkedIn » Financial planning for successful businesses and individuals, including fiduciary expertise for retirement plans. · Peter Kaplan is President and co-founder of PK Financial Group, where we're committed to developing partnerships with our clients that lead to the retirement of their dreams. Whether working with plan sponsors, business owners or successful individuals, we understand the complicated laws, rules and regulations surrounding retirement planning, and we've built our business on a foundation of education, service, solutions, and above all, a client-first philosophy.<br>Pete has a deep background in financial services. He was one of the first 75 professionals in the U.S. to earn a 401(k) certification from The Retirement Advisor University at UCLA’s Anderson School of Management. He is also part of the Retirement Plan Advisory Committee, representing 7000 financial advisors nationally. Pete graduated from Kent State University with a BA in Business Administration and a core in Finance Linkedin.com

Jenna Chandler BA (Hons) DipPFS - Independent Financial Advisor - Insight Financial Associates | LinkedIn » Independent Financial Adviser · I joined Insight Financial Associates as a independent financial advisor, having worked in the financial services industry for over a decade. I have passed the CII level 4 exams RO1 - RO6 and now hold the diploma in financial planning. I am currently working towards chartered status having passed level 6 units: AF8, UP1. <br><br>I have a fair bit of experience paraplanning over the years with good pension knowledge and a passion for investments and good client outcomes. I have a very ethical attitude and I consider myself a vulnerable client champion.<br><br>I held several roles with large companies such as Aviva, plus various local Independent Adviser firms.<br><br>In my spare time, I enjoy being outdoors doing activities such as gardening, kayaking and walking in nature or sculpture parks. Having grown up in Barbados, I have developed a ‘lifelong addiction to the sun’, and as such I try to get away somewhere tropical every chance I g Uk.linkedin.com

r/personalfinance on Reddit: Financial Planning for ADHD? » Posted by u/dieselmedicine - 3 votes and 14 comments Reddit.com

Aaron White - Financial Advisor - PK Group | LinkedIn » View Aaron White’s profile on LinkedIn, the world’s largest professional community. Aaron has 3 jobs listed on their profile. See the complete profile on LinkedIn and discover Aaron’s connections and jobs at similar companies. Uk.linkedin.com

Ryan Benson - Financial Planner - Independent Financial Planning | LinkedIn » Financial Planner at Independent Financial Planning · I am thrilled to work with Dan Morgan at Independent Financial Planning. I grew up in the Northern Virginia area and attended Thomas Jefferson High School for Science and Technology (2012). I have a BS in Biomedical Engineering (2017) and an MT in Grade 6-12 Mathematics (2018) from the University of Virginia. I also finished a financial planning certificate from Bryant University (2021) and passed the CFP examination in March 2022. I was a secondary school teacher for the past 4 years, and I also grew a successful math tutoring business at the same time. At my core, I ultimately see myself as a teacher and tutor who has a passion for helping people understand finances and mathematics in order to make good decisions and better their lives. <br><br>My goal at IFP is to improve our service to clients to make sure they have a truly exceptional experience. I will be involved in financial planning, back office operations (taking care of the paperwor Linkedin.com

QK Holdings, LLC » Explore details around the QK Holdings, LLC transaction, which couples Stephens' insightful perspectives with strong execution Stephens.com

Careers - QK » We take our work seriously. Ourselves? Not so much… Nobody here wants a job. If you’re looking for a place to punch in, do your work, punch out, and collect a paycheck, QK might not be the place for you. We provide our employees with careers where they feel happy, challenged, successful, and are empowered […] Qkinc.com

Jonathan Birkett - Mortgage Advisor - PK Group | LinkedIn » PK Financial Planning · Experience: PK Group · Location: London · 151 connections on LinkedIn. View Jonathan Birkett’s profile on LinkedIn, a professional community of 1 billion members. Uk.linkedin.com