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@nextgen-wealth.com
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3 phones found area 816
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LinkedIn matched
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Clint Haynes, Cfp® is listed as Retirement Transition Specialist, Author of Retirement the Right Way, Creator of the COLLAB® Financial Planning Process, Certified Financial Planner®, & Craft Beer Dork at NextGen Wealth, a company with 1 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a work email signal at nextgen-wealth.com, phone signal with area code 816, and a matched LinkedIn profile for Clint Haynes, Cfp®.
Clint Haynes, Cfp® previously worked as Retirement Transition Specialist, Certified Financial Planner® at Nextgen Wealth and Author at Retirement The Right Way. Clint Haynes, Cfp® holds Bachelor'S Degree, Finance, General from Missouri State University.
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AeroLeads found 2 current-domain work email signals for Clint Haynes, Cfp®. Compare company email patterns before reaching out.
Thanks for checking out my LinkedIn profile. I always enjoy meeting new people and learning about how they got to where they’re at today. I’m also happy to make introductions if there’s a good fit. So, if you ever run across someone I’m connected to on LinkedIn, feel free to ask Who am I? It seems like I can be many different things depending on the day, but for LinkedIn’s sake, I will stick with my professional title of Financial Planner/Retirement Transition Specialist. I’ve been in the financial planning and financial services industry since 2001. It’s all I’ve ever known as a career choice and I hope it stays that way for as long as I’m capable.So if you are still reading my profile (appreciate it), you’re probably thinking to yourself that you know all kinds of financial planners or financial advisors and most seem to be no different from the next. I would agree with you as it’s definitely true for many individuals in the financial planning field. With that said though, feel free to mosey on down to my experience section and I'll do my best to differentiate myself.On the personal side of things, I am married to my wife Christa, and we had our first child Harper on my 40th birthday (the best gift I could ever get!). We love traveling, trying new restaurants, and visiting craft breweries.
Listed skills include Retirement Planning, Mutual Funds, Retirement, Investments, and 28 others.
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A career timeline built from the work history available for this profile.
Kansas City, Missouri Area
Hello and welcome! My name is Clint Haynes, Certified Financial Planner®, and Founder of NextGen Wealth.I've been in the financial planning industry since 2001 and have worked for big Wall Street firms all the way to smaller regional firms. What's interesting, though, is there isn’t much difference between any of them besides the name.They all kind of say.
Retirement is one of the most significant changes that can happen over the course of a human life. So why don't we give it the thought and attention it deserves? Most of us focus just on the financial piece, and getting across the finish line. But what will it really mean for you to exit the workforce and retire?Clint Haynes' seminal book offers a balanced.
Angel investing in early seed to series A rounds (and pro-rata). Open to just about any industry (preference for SAAS companies) as long as there is substantial growth potential and there is a great founder leading the way. Feel free to inquire to discuss opportunities.Current portfolio includes:Inside.comTen ThousandVantage RoboticsLeadIQ20/20.
Kansas City, Missouri Area
So what exactly is a LinkedIn Expert, Educator and Speaker? Well, let me explain. I actually kind of morphed into this role without even knowing it. Because I utilize LinkedIn for a ton of different reasons when it comes to my financial planning practice (business development, client engagement, credibility, networking, etc.), I became well versed in.
Kansas City, Missouri Area
At Axius, my role was very similar to what it is at NextGen Wealth. We provided holistic financial planning to clients including cash flow management, retirement planning and investment management (amongst other things).While I was only with Axius a year and a half, it was a great place for me to begin building my financial planning practice after leaving.
In late 2011 I was promoted to Director of Sales for The Mutual Fund Store. In that role I worked closely with advisors from across the country to help them cultivate and grow their business. I was also chosen as a key member in the overhaul, development, and successful deployment of sales training for new and existing Investment Advisors.I worked.
As a Senior Investment Advisor at The Mutual Fund Store, I really began to hone my craft and carve out a niche working with younger successful professionals and entrepreneurs. If you’re not familiar, TMFS is an independent Registered Investment Advisor with an emphasis on investment management for the mass affluent.I really enjoyed my time there and.
From Morgan Stanley I was recruited by ICMA Retirement Corporation as a Retirement Plans Specialist. I was curious to see what else was out there and a company with a focus on retirement planning (both from a plan and individual client level) proved to be a great next step.Along with bringing my clients from Morgan Stanley, new clients included various.
Where it all began. When I started off in this industry, I really didn’t know what I was in for or where it would lead me. Morgan Stanley was a great starting point as it definitely introduced me to the “school of hard knocks” in the financial advisory world.Once I passed all of my licensing exams, I was on my way to NY for an intense three weeks of sales.
Developed in conjunction with the Investment Company Institute, it is the only mutual fund designation recognized in the financial.
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Clint Haynes, Cfp® works for NextGen Wealth.
Clint Haynes, Cfp® is listed as Retirement Transition Specialist, Author of Retirement the Right Way, Creator of the COLLAB® Financial Planning Process, Certified Financial Planner®, & Craft Beer Dork at NextGen Wealth.
AeroLeads has found 2 work email signals at @nextgen-wealth.com for Clint Haynes, Cfp® at NextGen Wealth.
AeroLeads has found 3 phone signal(s) with area code 816 for Clint Haynes, Cfp® at NextGen Wealth.
Clint Haynes, Cfp® is based in Lees Summit, Missouri, United States while working with NextGen Wealth.
Clint Haynes, Cfp® has worked for Nextgen Wealth, Retirement The Right Way, Clint Haynes & Christa Haynes Trust, Nextgen Linkedin, and Axius Financial.
You can use AeroLeads to view verified contact signals for Clint Haynes, Cfp® at NextGen Wealth, including work email, phone, and LinkedIn data when available.
Clint Haynes, Cfp® holds Bachelor'S Degree, Finance, General from Missouri State University.
Clint Haynes, Cfp® is listed with skills including Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial Planning, Financial Advisory, Securities, and Portfolio Management.
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