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Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ is listed as Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges . at Strategic Retirement Partners, based in Rancho Palos Verdes, California, United States. AeroLeads shows a work email signal at srpretire.com and a matched LinkedIn profile for Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ previously worked as Managing Director at Strategic Retirement Partners and Senior Vice President - Investment Officer at Bermudez/Hall Retirement Group Of Wells Fargo Advisors. Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ holds Bachelor Of Arts (B.A.), Political Science And Government from St. Mary'S College Of California.
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AeroLeads found 2 current-domain work email signals for Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™. Compare company email patterns before reaching out.
My team and I work with organizations and professionals— we create long-term, trusting relationships and deliver personalized financial services.We provide financial advice to organizations for pursuing retirement plan success through assisting with plan design and administration, fiduciary responsibility, and employee retirement readiness. We provide our clients with comprehensive advice focusing on the four disciplines of wealth management with the goal of helping you build, manage, preserve, and transition wealth.I spend my free time staying active with my wife, Nuria, an accountant, and three children. We take local kickboxing classes together and train for our annual Tour de Cure bike ride in Long Beach. I also enjoy a good round of golf. It is important to me to be an involved parent and I actively serve as a volunteer at my daughters' school.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.srpretire.com.Insurance licensed in the following states: CA (Insurance Lic. # 0B84985), CO, FL, MI, NC, NV, NY, SC, TN, TX, VA, WI.
Listed skills include Retirement Planning, Retirement, Financial Services, Mutual Funds, and 22 others.
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US
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on.
St. Louis, Missouri, US
San Francisco, California, US
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Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ works for Strategic Retirement Partners.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ is listed as Helping Tax Exempt, Governmental, and Corporate Plan Sponsors navigate their unique retirement plan challenges . at Strategic Retirement Partners.
AeroLeads has found 2 work email signals at @srpretire.com for Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ at Strategic Retirement Partners.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ is based in Rancho Palos Verdes, California, United States while working with Strategic Retirement Partners.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ has worked for Strategic Retirement Partners, Bermudez/Hall Retirement Group Of Wells Fargo Advisors, Wells Fargo Insurance Services, and Bermudez Financial Services.
You can use AeroLeads to view verified contact signals for Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ holds Bachelor Of Arts (B.A.), Political Science And Government from St. Mary'S College Of California.
Douglas E. Bermudez, C(K)P®, Cpfa, Cfs™ is listed with skills including Retirement Planning, Retirement, Financial Services, Mutual Funds, Financial Advisory, Asset Allocation, Retirement Plan Consulting, and Insurance.
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