Nick Gizzarelli, Cpfa, Qpa, Qka

Nick Gizzarelli, Cpfa, Qpa, Qka Email and Phone Number

Partner | Retirement Plan Specialist @ Thomas Doll
California, United States
Nick Gizzarelli, Cpfa, Qpa, Qka's Location
San Francisco Bay Area, United States, United States
About Nick Gizzarelli, Cpfa, Qpa, Qka

My team works exclusively with company-sponsored retirement plans, including 401(k), Profit Sharing, and Cash Balance plans.

Nick Gizzarelli, Cpfa, Qpa, Qka's Current Company Details
Thomas Doll

Thomas Doll

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Partner | Retirement Plan Specialist
California, United States
Website:
earned.com
Employees:
55
Nick Gizzarelli, Cpfa, Qpa, Qka Work Experience Details
  • Thomas Doll
    Partner | Retirement Plan Specialist
    Thomas Doll
    California, United States
  • Earned Wealth
    Senior Advisor
    Earned Wealth Jul 2024 - Present
    New York, Ny, Us
  • Thomas Doll
    Partner | Retirement Plan Specialist
    Thomas Doll Mar 2011 - Present
    Walnut Creek, Ca, Us
    Our team works exclusively with 401(k) and related retirement plans, the businesses that sponsor them, and the employees who benefit. With each company, we design, implement, and administer a retirement program that may contain one or more separate plans. While we have experience working within many industries, we focus on certain employers and plan types:The Doctor's 401(k) - a 401(k) platform designed exclusively for medical and dental professionals. * Modern online platform * Customizable benefits for each employee class - Owners, associates, PAs, NPs, office staff, hygienists, dental assistants, etc... * Specialized investment models designed around the lifecycle of a healthcare practice and its workforce.Cash Balance Plans for Multi-Partner Businesses * Offering increased pretax retirement benefits for businesses already maximizing their benefit under a 401(k) or profit sharing plan. Potential for more than $200,000 in annual pretax benefits, depending on partner's age, wages, and other factors.
  • Independent Brewers United
    Accounting And Benefits Management
    Independent Brewers United Aug 2005 - Oct 2010
  • Ubs
    Associate
    Ubs Mar 2005 - Sep 2005
    Zurich, Ch

Nick Gizzarelli, Cpfa, Qpa, Qka Education Details

  • University Of Illinois Springfield
    University Of Illinois Springfield
    Business Administration & Economics
  • University Of California, Berkeley
    University Of California, Berkeley
    Civil Engineering

Frequently Asked Questions about Nick Gizzarelli, Cpfa, Qpa, Qka

What company does Nick Gizzarelli, Cpfa, Qpa, Qka work for?

Nick Gizzarelli, Cpfa, Qpa, Qka works for Thomas Doll

What is Nick Gizzarelli, Cpfa, Qpa, Qka's role at the current company?

Nick Gizzarelli, Cpfa, Qpa, Qka's current role is Partner | Retirement Plan Specialist.

What schools did Nick Gizzarelli, Cpfa, Qpa, Qka attend?

Nick Gizzarelli, Cpfa, Qpa, Qka attended University Of Illinois Springfield, University Of California, Berkeley.

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