David Test Cebs®, Ricp® Email and Phone Number
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.
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Founding PartnerPhoenix Retirement Services 2021 - PresentDallas-Fort Worth Metroplex -
Retirement Plan Specialist/Wealth Management AdvisorNorthwestern Mutual 2008 - 2021Dallas/Fort Worth Area -
Vice President, Division Sales Manager, OfficerMassmutual Financial Group 2007 - 2008Dallas/Fort Worth Area -
Divisional Vice PresidentThe Hartford 1997 - 2007Dallas/Fort Worth Area -
Benefits SpecialistEmpower Retirement 1992 - 1997Dallas/Fort Worth Area -
Education SpecialistSouthwestern 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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