RetirementDNA
Financial Services
Escondido, California, United States
15 employees
- Employees
- 15
- Contacts
- 4
- Emails
- 4
- Phones
- 3
RetirementDNA Overview
- Headquarters
- Escondido, California, United States
- Phone Number
- Available in AeroLeads
- Website
- retirementdna.com
- Industry
- Financial Services
- Employees
- 15
- Founded
- 2004
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About RetirementDNA
RetirementDNA provides comprehensive retirement plan financial advisory services, employee financial wellness educations services, and private wealth management. For over 10 years, RetirementDNA has served as the Premier Supplier of investment and retirement plans to members of Biocom California, the worlds largest life science association. www.biocom.org. Headquartered in the leading U.S. biotech center, San Diego, California, RetirementDNA is uniquely qualified to meet the specialized needs of start-up, private and growing, and public companies that demand flexibility in their retirement and compensation programs. RetirementDNA delivers process-driven solutions through a collaborative platform of best-of-breed services including: Company sponsored retirement programs Executive benefits and deferred compensation Employee Financial Wellness Education Personal Wealth Management Services https://retirementdna.digitalstoryteller.io/disclosures/
RetirementDNA Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
RetirementDNA Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Benjamin Hodge | 401k Plan Consultant at Retirement Dna | San Diego, California, United States |
Email
|
| Michael Mcdaid, Cfp® | Managing Director - Wealth Manager - Certified Financial Planner™ | Long Beach, California, United States |
Email
Phone
|
| Melissa Marin, Aif® Cpfa™ | 401(k)/403(b) Consultant, Financial Wellness Champion | San Diego, California, United States |
Email
Phone
|
| Michael Goddard, Cfp® | Financial Advisor, Retirementdna / CEO C-suite Connector | Los Angeles County, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Director
3 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
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