Alan B. Faerber, Cfp® Crpc®

Alan B. Faerber, Cfp® Crpc® Email and Phone Number

Senior Financial Planner @ TomiPlan
Salt Lake City, UT, US
Alan B. Faerber, Cfp® Crpc®'s Location
Salt Lake City Metropolitan Area, United States
Alan B. Faerber, Cfp® Crpc®'s Contact Details

Alan B. Faerber, Cfp® Crpc® work email

Alan B. Faerber, Cfp® Crpc® personal email

Alan B. Faerber, Cfp® Crpc® phone numbers

About Alan B. Faerber, Cfp® Crpc®

Financial planning is the means I use to help equip people for their future needs, enable them to serve the mission of their dreams, live a retirement of fulfillment, further the gathering of Israel, and bless each person on their journey to exaltation. To better accomplish my vision, I have earned the following credentials to expand my knowledge and experience:• CERTIFIED FINANCIAL PLANNER™ (CFP®).•

Alan B. Faerber, Cfp® Crpc®'s Current Company Details
TomiPlan

Tomiplan

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Senior Financial Planner
Salt Lake City, UT, US
Alan B. Faerber, Cfp® Crpc® Work Experience Details
  • Tomiplan
    Senior Financial Planner
    Tomiplan
    Salt Lake City, Ut, Us
    View
  • Bountiful Financial Planning Llc
    Financial Planner & Owner
    Bountiful Financial Planning Llc Jun 2024 - Present
    Bountiful, Utah, United States
    Financial Planning
    View
  • Charles Schwab
    Vp, Financial Consultant
    Charles Schwab Apr 2022 - Jan 2024
    Salt Lake City Metropolitan Area
    View
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Oct 2020 - May 2022
    View
  • Td Ameritrade
    Branch Manager
    Td Ameritrade Feb 2018 - Feb 2022
    View
  • Scottrade Investment Management
    Branch Manager
    Scottrade Investment Management Oct 2016 - Feb 2018
    Cottonwood Heights. Ut
  • Scottrade
    Branch Manager
    Scottrade Sep 2012 - Feb 2018
    Cottonwood Heights, Ut
    2013 #1 Gross Asset Award2014 Top 100 Branch Managers2015 Presidents Club2016 Top 100 Branch Managers2016 Presidents Club
    View
  • Scottrade
    Senior Stockbroker
    Scottrade Jun 2009 - Sep 2012
    View
  • Fidelity Investments
    Retirement Service Specialst
    Fidelity Investments Jan 2007 - Feb 2009
    Assisted plan participants with plan options, enrollments, and investments including mutual fund trades. Provided plan-specific guidance. Ensured institutional client and participant needs were met. Position eliminated.
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  • Target
    Sales Floor Associate
    Target Nov 2006 - Jan 2007
    Provided outstanding customer service and cashiering. Ensured merchandise was well stocked and presented. Effectively supported team-based, store-wide activities
    View
  • Atg Wireless
    Sales Associate
    Atg Wireless Feb 2004 - Aug 2006
    Sold cell phones and plans to retail customers in mall location. Location closed; position eliminated.

Alan B. Faerber, Cfp® Crpc® Skills

Series 7 Investments Customer Service Trading Brokerage Securities Equities Mutual Funds Problem Solving Fixed Income Bonds Banking Portfolio Management Financial Services Retirement Management Risk Management Retirement Planning Finance

Alan B. Faerber, Cfp® Crpc® Education Details

Frequently Asked Questions about Alan B. Faerber, Cfp® Crpc®

What company does Alan B. Faerber, Cfp® Crpc® work for?

Alan B. Faerber, Cfp® Crpc® works for Tomiplan

What is Alan B. Faerber, Cfp® Crpc®'s role at the current company?

Alan B. Faerber, Cfp® Crpc®'s current role is Senior Financial Planner.

What is Alan B. Faerber, Cfp® Crpc®'s email address?

Alan B. Faerber, Cfp® Crpc®'s email address is al****@****ade.com

What is Alan B. Faerber, Cfp® Crpc®'s direct phone number?

Alan B. Faerber, Cfp® Crpc®'s direct phone number is +131491*****

What schools did Alan B. Faerber, Cfp® Crpc® attend?

Alan B. Faerber, Cfp® Crpc® attended University Of Utah.

What skills is Alan B. Faerber, Cfp® Crpc® known for?

Alan B. Faerber, Cfp® Crpc® has skills like Series 7, Investments, Customer Service, Trading, Brokerage, Securities, Equities, Mutual Funds, Problem Solving, Fixed Income, Bonds, Banking.

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