Andrew Rosner Email & Phone Number

San Diego, Ca, Us

United States

Employer 401k Solutions differentiates itself as a 401(k) plan consultant by offering more than the industry’s standard advice. With plans in over 14 states and one US territory for employers with more 600+ employees or as little as 1, our goal is to offer the same service standard to all plans, whether established or brand new. Through streamlined processes and a robust back office, we offer the ability to act as a co-fiduciary, benchmark and negotiate fees on the Plan Sponsor’s behalf… Show more Employer 401k Solutions differentiates itself as a 401(k) plan consultant by offering more than the industry’s standard advice. With plans in over 14 states and one US territory for employers with more 600+ employees or as little as 1, our goal is to offer the same service standard to all plans, whether established or brand new. Through streamlined processes and a robust back office, we offer the ability to act as a co-fiduciary, benchmark and negotiate fees on the Plan Sponsor’s behalf, monitor and advise on the fund line-up, maintain a compliance file, provide annual participant update meetings, and offer one-on-one assistance to 401k(k) participants.Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC (www.finra.org & www.sipc.org) and a registered investment advisor. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Show less

Greater San Diego Area

Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC (www.finra.org, www.sipc.org) and a registered investment advisor. Insurance offered through Encore Wealth Partners and is not affiliated with Woodbury Financial. 2131 Palomar Airport Road, Suite 225Carlsbad, CA 92011858-250-0603

Greater San Diego Area

At Epstein & White, Andrew helps to offered clients retirement distribution strategies to help ensure they had a sustainable retirement income plan. There Andrew specialized in working with both new and current clients to build and update their portfolios.

San Diego, Ca

At AXA Advisors, LLC, Andrew specialized in wealth accumulation and the planning of retirement distribution strategies. He helped his clients set goals and plans that would help achieve their retirement goals.

Greater San Diego Area

At MML Andrew mainly worked in risk management. He helped his clients by planning for the future with life insurance. His belief is that most overall financial plans begin with the protection of a client’s most important income earning asset, themselves.

Greater San Diego Area

At Ecolab Andrew managed a territory of over 80 customers. He helped them create plans and order chemicals to properly sanitize items with which customers came in contact. His favorite part of this job was being able to get to know his customers, listen to their needs, and try to find a solution to help them.