Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ Email and Phone Number
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Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ personal email
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Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ phone numbers
I help retirement plan sponsors anchor their benefit package with an exceptional retirement plan complimented with ancillary programs to enhance each employee’s organizational citizenship and financial wellbeing. Specialists on our local SRP WELLth team help people with money questions in need of a plan and a pilot to help navigate today and tomorrow’s financial challenges with poise.I am most fulfilled when I can grow my business while impacting people’s lives, play the piano (poorly) while my kids sing and dance, and enjoy an Old Fashioned to celebrate any day ending in “y”.Since 2008, I have also volunteered as a coach with the U.S. Youth Volleyball League (U.S.Y.V.L) teaching boys and girls ages 7-15 the importance of teamwork and good sportsmanship along with basic volleyball skills. In 2018, I joined the Board of Directors with the U.S.Y.V.L. and enjoy contributing to the leadership and growth of the non-profit I've been involved with for over a decade.Please feel free to contact me at erinh@srpretire.com or 866-777-4015 x762 You can also check out our website srpretire.com to request an advisor proposal, find timely information on our resources page or to learn more about me and my colleagues.This information is intended for use only by residents of CA, CO, MO, NY, SC, TX, and WI only. Insurance licensed in the following states: CA (Insurance Lic. # 0H71962) and SC. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Strategic Retirement Partners
View- Website:
- srpretire.com
- Employees:
- 77
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Managing DirectorStrategic Retirement Partners Jun 2019 - PresentGreater Los Angeles AreaSecurities 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… Show more 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. Show less
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Author8 Signs Your 401(K) Plan Is Underserviced By Your Advisor And How You Can Expect More Feb 2021 - Dec 2021Los Angeles, California, United StatesWrote, edited, and published this book (ebook) available on Amazon.I embarked on writing this book to enlighten plan sponsors about the three types of advisors that service retirement plans and to describe what great service looks like when working with a specialist who can help elevate the plan while keeping costs reasonable. I want to inspire people to stop accepting the status quo and help them EXPECT MORE from their advisor and for their plan and participants.… Show more Wrote, edited, and published this book (ebook) available on Amazon.I embarked on writing this book to enlighten plan sponsors about the three types of advisors that service retirement plans and to describe what great service looks like when working with a specialist who can help elevate the plan while keeping costs reasonable. I want to inspire people to stop accepting the status quo and help them EXPECT MORE from their advisor and for their plan and participants. https://401kexpectmore.com/ Show less
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Vice President - Investment OfficerWells Fargo Advisors Dec 2012 - Jun 2019Rolling Hills Estates, CaWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. -
Sales DirectorMassmutual Financial Group (Mml Investor Services, Llc) Apr 2011 - Dec 2012Century City, CaWholesale MassMutual's Unique Retirement Plan Platform Through a Network of Financial Advisors. Grow Brand Awareness, Generate Proposals, Present to Plan Sponsors, Organize and Present at Quarterly Seminars, and Compete to Win Business. -
Financial Advisor Channel RepresentativePaychex Dec 2001 - Feb 2011Los Angeles, CaNetworking with the Financial Advisor community in Southern California to build strong reciprocal referral relationships in starting or converting 401(k) plans to the Paychex Recordkeeping service.
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ Skills
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ Education Details
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Business Management -
Rochester Institute Of TechnologyBusiness Administration
Frequently Asked Questions about Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™
What company does Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ work for?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ works for Strategic Retirement Partners
What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s role at the current company?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s current role is Helping 401(k)/403(b) plan committees EXPECT MORE and gain confidence they’re doing the right things with 3 essential ingredients..
What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s email address?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s email address is er****@****ors.com
What is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s direct phone number?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s direct phone number is 131091*****
What schools did Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ attend?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ attended Rochester Institute Of Technology, Rochester Institute Of Technology.
What skills is Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ known for?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™ has skills like Retirement Plan Consulting, Retirement Planning, Retirement Savings, Wealth Preservation Planning, Retirement, Financial Services, Asset Allocation, Financial Advisory, Financial Analysis, Strategic Planning, Investments, Investment Planning.
Who are Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s colleagues?
Erin Hall, Mba, Aif®, C(K)P®, Cpfa, Nqpa™'s colleagues are Sarina Ramchandani, Sarah Hughes, Cheryl Castillo, Jennifer Mccoy Dumas, Cpfa™, Dave De Tagyos, John Brosnan, Michael E. Rich.
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