David Test Cebs®, Ricp®

David Test Cebs®, Ricp® Email and Phone Number

Retirement Plan Specialist/Wealth Management Advisor @ Phoenix Retirement Services
David Test Cebs®, Ricp®'s Location
Dallas, Texas, United States, United States
About David Test Cebs®, Ricp®

Make a difference in your employee’s financial lives with a better retirement plan. I provide conflict-free leadership in creating meaningful retirement outcomes. Through my experience with hundreds of plans from a variety of industries, I provide a wellspring of expertise in helping employers manage:• Fiduciary Obligations• Maximizing Plan Design Solutions For Best Results• Evaluation of Provider Performance• Investment Option Analysis• Financial Literacy Education Programs For EmployeesCorporate Retirement Plans (401k, ERISA 403b, Defined Benefit, Pension, Cash Balance, New Comparability, Profit Sharing), and selected individual investments.For additional information, call David at 214-912-4015 or david@phoenixretirementservices.comSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information. This endorsement was provided by a non-client. It may not reflect the experience of clients and does not guarantee future success or performance. There was no compensation given for the endorsement.

David Test Cebs®, Ricp®'s Current Company Details
Phoenix Retirement Services

Phoenix Retirement Services

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Retirement Plan Specialist/Wealth Management Advisor
David Test Cebs®, Ricp® Work Experience Details
  • Phoenix Retirement Services
    Founding Partner
    Phoenix Retirement Services 2021 - Present
    Dallas-Fort Worth Metroplex
  • Northwestern Mutual
    Retirement Plan Specialist/Wealth Management Advisor
    Northwestern Mutual 2008 - 2021
    Dallas/Fort Worth Area
  • Massmutual Financial Group
    Vice President, Division Sales Manager, Officer
    Massmutual Financial Group 2007 - 2008
    Dallas/Fort Worth Area
  • The Hartford
    Divisional Vice President
    The Hartford 1997 - 2007
    Dallas/Fort Worth Area
  • Empower Retirement
    Benefits Specialist
    Empower Retirement 1992 - 1997
    Dallas/Fort Worth Area
  • Southwestern Advantage
    Education Specialist
    Southwestern Advantage Jun 1987 - Aug 1989

David Test Cebs®, Ricp® Education Details

Frequently Asked Questions about David Test Cebs®, Ricp®

What company does David Test Cebs®, Ricp® work for?

David Test Cebs®, Ricp® works for Phoenix Retirement Services

What is David Test Cebs®, Ricp®'s role at the current company?

David Test Cebs®, Ricp®'s current role is Retirement Plan Specialist/Wealth Management Advisor.

What schools did David Test Cebs®, Ricp® attend?

David Test Cebs®, Ricp® attended The Wharton School, Texas Tech University - Rawls College Of Business.

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