Carmen Grinkis, Phd, Cltc, Clu®,Cfp®

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® Email and Phone Number

President and Founder @ Income Protection Partners
Boston, MA, US
Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s Location
Greater Boston, United States, United States
Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s Contact Details

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® work email

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® personal email

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® phone numbers

About Carmen Grinkis, Phd, Cltc, Clu®,Cfp®

I am a Wealth Advisor, and Partner of Wealth Management within AAF Wealth Management practice. As a financial advisor I work with individuals & families, retirement plan sponsors, and nonprofits & foundations. Our team provides personal attention and guide our clients toward achieving their goals through informed, objective decisions. Our focus is to educate and enlighten so that you are fully empowered to make the best decisions. Although the decisions are yours to make, we are there for you every step of the way, providing you with perspective and clarity to help you set and achieve your financial planning goals.

Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s Current Company Details
Income Protection Partners

Income Protection Partners

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President and Founder
Boston, MA, US
Employees:
1
Carmen Grinkis, Phd, Cltc, Clu®,Cfp® Work Experience Details
  • Income Protection Partners
    President And Founder
    Income Protection Partners
    Boston, Ma, Us
  • Aaf Wealth Management
    Partner And Wealth Advisor
    Aaf Wealth Management Feb 2016 - Present
    Westborough, Massachusetts, Us
  • Income Protection Partners
    President And Founder
    Income Protection Partners Feb 2001 - Present
    Providing consumer driven long-term care planning and protection planning for businesses and associations.Development, Consultation, and Implementation of Long-Term Care Insurance Benefit for Association Members.Provider of Long-Term Care Insurance for the Executive Women's Golf Association Members, their families, and businesses.Provider of Long-Term Care Insurance for Members of the Newport Chamber & Providence Chamber, their businesses, and families
  • Us Wealth Advisors
    Wealth Manager
    Us Wealth Advisors Dec 2013 - Jan 2016
    Johns Creek, Ga, Us
    U.S. Wealth Advisors is part of an independentnetwork of experienced wealth managers who provide holistic adviceand custom-tailored strategies to manage your financial future. Backedby the resources of an established wealth management firm, we bringtogether a common focus – a personal interest in addressing all yourinvestment, insurance, and retirement needs as they changethroughout your lifetime.
  • Wealth Secure: A Corporate Compensation Plans Company
    Senior Vice President
    Wealth Secure: A Corporate Compensation Plans Company Sep 2008 - Jan 2010
    As the Senior Vice President of Long-Term Care Development at Wealth Secure, I was charged with bringing customized training, innovative tools and presentation platforms to our field force of agents. At Wealth Secure, we see long-term care planning to be an integral part of the Retirement Security Plan and have made alliances with financial planners and benefit providers who desire to consistently integrate LTCi into their business model in a new way. At Wealth Secure, we can assist our field force in presenting LTCi in the affluent and multi-life marketplace to include initial presentation, communications, and enrollment.
  • Roster Financial, Allianz  Of North America Company
    Senior Vice President Long-Term Care Insurance Development & Distribution
    Roster Financial, Allianz Of North America Company Apr 2007 - Sep 2008
    Responsible for Long-Term Care Insurance Distribution and Training to Independent field force for Roster Financial-- Roster Financial is an Allianz Life Insurance Independent Distributor. Developed & Oversaw Long-Term Care Department Created Long-Term Care Component of Roster University: 6 Hour Training Program
  • Investors Capital
    Long-Term Care Insurance Consultant
    Investors Capital 2004 - 2006
    Developed Educational Training Programs for Financial Planners
  • Future Care Options
    Owner
    Future Care Options 2004 - 2006
    Developed Community based Educational Forum and Enrollment in Medicare Part C & D

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® Skills

Wealth Management Retirement Employee Benefits Project Planning Training Long Term Care Insurance Disability Insurance Fixed Annuities Strategic Planning Small Business Financial Planning Tax Planning Consumer Education Medicare Advantage Insurance Investments Long Term Care

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® Education Details

  • Bryant University
    Bryant University
    Certified In Financial Planning
  • Duquesne University, Phd
    Duquesne University, Phd
    Phd
  • Duquesne University, Ma
    Duquesne University, Ma
    Existential Phenomenological Clinical Psychology
  • Clark University
    Clark University
    Psychology & Philosophy

Frequently Asked Questions about Carmen Grinkis, Phd, Cltc, Clu®,Cfp®

What company does Carmen Grinkis, Phd, Cltc, Clu®,Cfp® work for?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® works for Income Protection Partners

What is Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s role at the current company?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s current role is President and Founder.

What is Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s email address?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s email address is ca****@****ail.com

What is Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s direct phone number?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s direct phone number is +177451*****

What schools did Carmen Grinkis, Phd, Cltc, Clu®,Cfp® attend?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® attended Bryant University, Duquesne University, Phd, Duquesne University, Ma, Clark University.

What are some of Carmen Grinkis, Phd, Cltc, Clu®,Cfp®'s interests?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® has interest in Boating, Sking, 50's Vintage Items, Consulting, Ocean, Environment, Speaking, Golfing, Tax Savings, Music.

What skills is Carmen Grinkis, Phd, Cltc, Clu®,Cfp® known for?

Carmen Grinkis, Phd, Cltc, Clu®,Cfp® has skills like Wealth Management, Retirement, Employee Benefits, Project Planning, Training, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Strategic Planning, Small Business, Financial Planning, Tax Planning.

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