Anne Boozer, Aif, Cpfa

Anne Boozer, Aif, Cpfa Email and Phone Number

Retirement Plan Specialist at Arvest Wealth Management @ Arvest Wealth Management
tulsa, oklahoma, united states
Anne Boozer, Aif, Cpfa's Location
Tulsa, Oklahoma, United States, United States
Anne Boozer, Aif, Cpfa's Contact Details

Anne Boozer, Aif, Cpfa personal email

n/a

Anne Boozer, Aif, Cpfa phone numbers

About Anne Boozer, Aif, Cpfa

Specialties: Qualified plans - 401(k), 403(b), 457, Defined Benefit/Cash Balance and Non-qualified plans.

Anne Boozer, Aif, Cpfa's Current Company Details
Arvest Wealth Management

Arvest Wealth Management

View
Retirement Plan Specialist at Arvest Wealth Management
tulsa, oklahoma, united states
Employees:
184
Anne Boozer, Aif, Cpfa Work Experience Details
  • Arvest Wealth Management
    Retirement Plan Relationship Manager
    Arvest Wealth Management Sep 2021 - Present
    Tulsa Metropolitan Area
    View
  • Nationwide
    Regional Vice President
    Nationwide Apr 2007 - Sep 2021
    Illinois, United States
    I serve as a technical consultant to financial advisors offering qualified and non-qualified retirement programs. As your technical consultant, I not only understand the products in the marketplace but also how the best plan designs function. I find the most important features for most clients are the nuances of making the plan operate easily within the company demographics. A retirement plan does not need to be an administrative or risk burden and should provide maximum tax advantages as allowed by law. Through thoughtful consulting, I help advisors provide employers ways to save time, money and reduce risk.2008 Rookie of the Year2009, 2010, 2013, 2015, 2018 National Conference Qualifier for exceeding quota2010-2011 and 2016-1017 RVP Advisory Committee memberEndorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation. Due to indusry regulations, I may not accept endorsements or recommendations for my investment advisory skills, products or services.
    View
  • Hsi Comfort
    Board Of Directors
    Hsi Comfort 1998 - Mar 2018
    Hydronic Systems is a family owned business started with vision, a small amount of capital and an enormous amount of hard work. I have been a part of the planning and growth of this company since we wrote the business plan in 1998. Although my input is less critical as the company grows in size, it keeps me mindful of the challenges that business owners face with respect to hiring, vendor relationships, facilities, expenses, receivables, banking relationships and benefit packages.
    View
  • Massmutual
    Managing Director, Retirement Plans
    Massmutual 2003 - 2007
    Every State In The Western And Central Times Zones
    I enjoyed the opportunity to takeover a new territory that was underproducing, find the right advisors, build relationships and provide product solutions that were a good fit. I may have been too good at this - as my territory seemed to always be shifting giving me a new chance to prove myself.TPA Sales Leader of the Year 20062003, 2004, 2005 and 2006 National Conference Qualifier for exceeding quota
    View
  • E*Trade Financial
    Branch Manager, Supervisory Principal
    E*Trade Financial 2001 - 2003
    View
  • Midfirst Bank
    Vice President, Trust Officer
    Midfirst Bank 1998 - 2001
    Endorsements and recommendations received from my connections were not solicited and they did not receive any form of compensation. Due to indusry regulations, I may not accept endorsements or recommendations for my investment advisory skills, products or services.
    View

Anne Boozer, Aif, Cpfa Skills

Retirement Planning 401k Employee Benefits Retirement Mutual Funds Asset Allocation Investments Defined Benefit Series 7 Securities Retirement Plan Consulting Finance 403 B Leadership 401 Retirement Savings Plans Sales Cash Balance Non Qualified Deferred Compensation Financial Services Risk Management

Anne Boozer, Aif, Cpfa Education Details

Frequently Asked Questions about Anne Boozer, Aif, Cpfa

What company does Anne Boozer, Aif, Cpfa work for?

Anne Boozer, Aif, Cpfa works for Arvest Wealth Management

What is Anne Boozer, Aif, Cpfa's role at the current company?

Anne Boozer, Aif, Cpfa's current role is Retirement Plan Specialist at Arvest Wealth Management.

What is Anne Boozer, Aif, Cpfa's email address?

Anne Boozer, Aif, Cpfa's email address is bo****@****ide.com

What is Anne Boozer, Aif, Cpfa's direct phone number?

Anne Boozer, Aif, Cpfa's direct phone number is +140552*****

What schools did Anne Boozer, Aif, Cpfa attend?

Anne Boozer, Aif, Cpfa attended Agnes Scott College.

What skills is Anne Boozer, Aif, Cpfa known for?

Anne Boozer, Aif, Cpfa has skills like Retirement Planning, 401k, Employee Benefits, Retirement, Mutual Funds, Asset Allocation, Investments, Defined Benefit, Series 7, Securities, Retirement Plan Consulting, Finance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.