Arnold Pechler, Cfp®
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Arnold Pechler, Cfp® Email & Phone Number

I help business owners and individual clients develop tax efficient retirement, succession and legacy plans. at United Professional Associates
Location: Okatie, South Carolina, United States 8 work roles 5 schools
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Current company
United Professional Associates
Role
I help business owners and individual clients develop tax efficient retirement, succession and legacy plans.
Location
Okatie, South Carolina, United States

Who is Arnold Pechler, Cfp®? Overview

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Arnold Pechler, Cfp® is listed as I help business owners and individual clients develop tax efficient retirement, succession and legacy plans. at United Professional Associates, based in Okatie, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Arnold Pechler, Cfp®.

Arnold Pechler, Cfp® previously worked as Managing Partner at United Professional Associates and Owner at United Professional Associates. Arnold Pechler, Cfp® holds Business Administration And Management, General from St. John Fisher University.

Profile bio

About Arnold Pechler, Cfp®

My objective is to make a meaningful positive difference in the lives of those with whom I come into contact, and enable those people to make a meaningful positive difference in my life. Coaching people on tax efficient retirement and wealth preservation strategies is my focus. I am here to both learn, and teach. I truly enjoy helping people align their financial decisions with their most important values and goals, so that they can fulfill their dreams.My Focus is helping business owners, and people who are nearing and in retirement, develop and implement a lifetime strategy that will help them reach their goals. I address risks that can be derailing as well as opportunities that can be enabling. Working with business owners on retirement and succession planning is a particular focus area where I have been able to help clients design strategies suitable for their objectives. I also have a passion for helping foreign national and international visitors to the US acquire appropriate life insurance from quality companies.Arnold Pechler, Sr., CFP® offers products and services using the following business names: United Professional Advisors – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.orgwww.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with United Professional Advisors.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax adviser or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Listed skills include Retirement, Insurance, Life Insurance, Retirement Planning, and 46 others.

Current workplace

Arnold Pechler, Cfp®'s current company

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United Professional Associates
United Professional Associates
I help business owners and individual clients develop tax efficient retirement, succession and legacy plans.
8 roles · 51 years

Arnold Pechler, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
United Professional Associates

I provide integrated financial and retirement planning services for small business owners, and people nearing and in retirement.

Apr 1985 - Present

Owner

Current
United Professional Associates

Direct the wholesale and retail activities of the firm. Recruit train and retain quality advisors, and make a meaningful positive difference in the lives of our clients and their families.

1985 - Present ~41 yrs 4 mos

Sage Financial Planning / Partner

Current
Sage Financial Planning, Llc

Direct the strategy, operations, and people of our firm so that we may be of maximum service to our clients.

Oct 2022 - Present

Senior Vice President

Farmers And Traders Life

Direct the marketing, underwriting and new business functions of the company, reporting directly to the president and CEO.

1999 - 2005 ~6 yrs

Director Of Marketing

New Hartford, NY, US

Direct the marketing of the personal products diviision which included auto, homeowners and life insurance. Reported dirctly to the president and CEO.

1993 - 1999 ~6 yrs

Representative - Overseas Operations

New York, NY, US

Sold and serviced Metropolitan Life Insurance company products to Americans living in Europe.

1978 - 1985 ~7 yrs
5 education records

Arnold Pechler, Cfp® education

Business Administration And Management, General

St. John Fisher University

Mba, Business

California Coast University

Cfp®, Certified Financial Planner Tm

College For Financial Planning

Aas, Business

Finger Lakes Community College

Regents Diploma, Business/Commerce, General

Pal Mac
FAQ

Frequently asked questions about Arnold Pechler, Cfp®

Quick answers generated from the profile data available on this page.

What company does Arnold Pechler, Cfp® work for?

Arnold Pechler, Cfp® works for United Professional Associates.

What is Arnold Pechler, Cfp®'s role at United Professional Associates?

Arnold Pechler, Cfp® is listed as I help business owners and individual clients develop tax efficient retirement, succession and legacy plans. at United Professional Associates.

Where is Arnold Pechler, Cfp® based?

Arnold Pechler, Cfp® is based in Okatie, South Carolina, United States while working with United Professional Associates.

What companies has Arnold Pechler, Cfp® worked for?

Arnold Pechler, Cfp® has worked for United Professional Associates, Sage Financial Planning, Llc, United Wealth Advisors Group, Llc, Farmers And Traders Life, and Utica National Insurance Group.

How can I contact Arnold Pechler, Cfp®?

You can use AeroLeads to view verified contact signals for Arnold Pechler, Cfp® at United Professional Associates, including work email, phone, and LinkedIn data when available.

What schools did Arnold Pechler, Cfp® attend?

Arnold Pechler, Cfp® holds Business Administration And Management, General from St. John Fisher University.

What skills is Arnold Pechler, Cfp® known for?

Arnold Pechler, Cfp® is listed with skills including Retirement, Insurance, Life Insurance, Retirement Planning, Small Business, Fixed Annuities, Financial Advisory, and Strategy.

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