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@abacusplanninggroup.com
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2 phones found area 210
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LinkedIn matched
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Edward Kramer, Cfp® is listed as President of SSB&T Wealth Management at SSB&T Wealth Management, based in Fredericksburg, Texas, United States. AeroLeads shows a work email signal at abacusplanninggroup.com, phone signal with area code 210, and a matched LinkedIn profile for Edward Kramer, Cfp®.
Edward Kramer, Cfp® previously worked as President at Ssb&T Wealth Management and Senior Financial Advisor at Abacus Planning Group. Edward Kramer, Cfp® holds Bachelor’S Degree, Personal Financial Planning from Texas Tech University.
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AeroLeads found 1 current-domain work email signal for Edward Kramer, Cfp®. Compare company email patterns before reaching out.
Edward Kramer, Cfp® is a President of SSB&T Wealth Management at SSB&T Wealth Management. He possess expertise in certified financial planner, personal financial planning, wealth management, retirement planning, estate planning and 13 more skills. He is proficient in English.
Listed skills include Certified Financial Planner, Personal Financial Planning, Wealth Management, Retirement Planning, and 14 others.
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Fredericksburg, Tx
SSB&T Wealth Management is a fee-only financial planning and investment advisory firm that provides wealth counsel to individuals, families, and businesses. We offer a thoughtful and transparent perspective on the financial planning process in conjunction with an evidence-based approach to investing.
Thousand Oaks, Ca
California Lutheran University is considered to be among the country's most intensive and comprehensive master-level programs for financial planning. I am teaching a course in Track 2 designed for students pursuing their MBA who currently hold the Certified Financial Planner(R) Designation. The Social Psychology of Leading Clients teaches students that influencing financial planning clients is a leadership event. Understanding the influential tactics that clients respond to is one of the key success skills financial planners must master. Understanding the values that their clients have, how to identify those values, understand the goals of the clients, and succeed in getting clients to change their spending, saving, and learning strategies to achieve those goals is crucial to helping both planner and client succeed. This course focuses on the social psychology of leading and influencing clients through behaviors that the planner displays, developing skills in evaluating client values, and preparing a plan for further development of their leadership skills. The course emphasizes theoretical approaches and models as well as practical application relevant for financial planners. Using a combination of readings, online class discussions, and execution of a term project, students will gain key skills and understanding of financial planning client behaviors related to achieving financial goals.
Lubbock, Tx
Lubbock, Tx
Fredericksburg, Tx
Activities and Societies: Texas Tech Goin' Band; Financial Planning Association
Activities and Societies: Sigma Beta Delta Honor Society The mission of Sigma Beta Delta is to encourage and recognize scholarship.
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Edward Kramer, Cfp® works for SSB&T Wealth Management.
Edward Kramer, Cfp® is listed as President of SSB&T Wealth Management at SSB&T Wealth Management.
AeroLeads has found 1 work email signal at @abacusplanninggroup.com for Edward Kramer, Cfp® at SSB&T Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 210 for Edward Kramer, Cfp® at SSB&T Wealth Management.
Edward Kramer, Cfp® is based in Fredericksburg, Texas, United States while working with SSB&T Wealth Management.
Edward Kramer, Cfp® has worked for Ssb&T Wealth Management, Abacus Planning Group, California Lutheran University, Usaa Wealth Management, and Usaa.
You can use AeroLeads to view verified contact signals for Edward Kramer, Cfp® at SSB&T Wealth Management, including work email, phone, and LinkedIn data when available.
Edward Kramer, Cfp® holds Bachelor’S Degree, Personal Financial Planning from Texas Tech University.
Edward Kramer, Cfp® is listed with skills including Certified Financial Planner, Personal Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Wealth Accumulation, Investment Advisory, and Asset Allocation.
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