Eduardo Gimenez,Cfp®, Aif® Email & Phone Number

I assist companies and organizations in developing dynamic 401(k) and 403(b) programs as well as Non-Qualified Retirement Plans. I help my clients manage plan risk and expenses while seeking to improve plan performance and preparing employees for a confident retirement. As a professional in the field, I regularly give educational seminars to plan sponsors on Best Fiduciary Practices, Investment Due Diligence, and Preparing Employees for Retirement. Please feel free to contact me via LinkedIn mail.Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Other advisory services offered through Raffa Retirement Services, a registered investment advisor. Insurance services offered through HUB International. Raffa Retirement Services and HUB International are separate entities from and not affiliated with LPL Financial. Raffa Retirement Services is the approved name under which LPL Financial business is conducted.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.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.

Listed skills include Business Development, Sales Management, Marketing Strategies, Small Business Management, and 24 others.