Eugene Gurevich - Cfp®, Aif®, Cpfa™, Nqpa™ Email & Phone Number

Walnut Creek, Ca, Us

Pleasanton, Ca, Us

BayBridge Capital Group's goals are to maximize fiduciary oversight in terms of investment monitoring, conduct employee education meetings, encourage participation to ensure retirement readiness and assist in plan design. As a Registered Independent Advisor, BayBridge Capital Group is able to create an unbiased benchmark for a company's retirement plan instead of utilizing the vendors that paid to have first right of refusal. BayBridge Capital Group has created and implemented an investment monitoring process to ensure a maximization of fiduciary oversight and a minimization of fund performance related lawsuits.Eugene Gurevich and his team offer employee education as well as individual meetings for the participants of a plan. Individual education and advice has proved to be a valuable asset in creating a successful plan that has primarily retirement-ready participants. Eugene differentiates himself from other financial advisory teams through his experience at a third-party administration firm. He specializes in assisting plan sponsors with design, creation, implementation and management of qualified retirement plans. He acts as a liaison between the plan sponsor and the administrator for plan design, testing and Form 5500 purposes.Specialties: - FINRA Series 7, 63, 65 and 31 licensed. No U-4 disclosures.- CRPC® Certification: Chartered Retirement Planning Counselor- Life Agent - California Life and Health Insurance License- Completed ASPPA's RPF (Retirement Plan Fundamental) certifications

Oakland, Ca, Us

Oakland, Ca, Us

Infinity Financial Services is a boutique Broker/Dealer servicing the firm's private clients through wealth management advisors and financial planners. Being a boutique independent broker dealer offers clients the flexibility in administrating and servicing their accounts based on their terms. Unlike major brokerages, where the decisions are made up the chain of command, Infinity Financial Services provides clients direct access to the principal decision makers in the organization. Most importantly, the independent broker dealer has the ability to lower expenses and reduce client fees.For Corporate Retirement Services, Infinity Financial Services specializes in modeling a virtualized retirement plan experience for plan sponsors and their employees. The virtualized solution creates an integration between qualified plans, health benefits, payroll and worker's compensation to save time and money for the plan sponsors we work with. Infinity Financial Services' goal is to maximize fiduciary oversight in terms of investment monitoring, conduct employee education meetings, encourage participation to ensure retirement readiness and assist in plan design. As a boutique broker/dealer, Infinity Financial Services is able to create an unbiased benchmark for a company's retirement plan instead of utilizing the vendors that paid to have first right of refusal. Infinity Financial Services has also created an investment monitoring process to ensure a maximization of fiduciary oversight and a minimization of fund performance related lawsuits. For the Advisor, the firm was modeled as the next generation of financial services companies, where on demand functions of the virtual office are at the fingertips of the Financial Advisor.Securities and advisory services offered through Infinity Financial Services, Member FINRA/SIPC

New York, Ny, Us

Fiscal FitnessSaturdays - 10:00AMKFAX AM 1100 - The Spirit of the Bay

Associates In Excellence is a Third Party Administration branch of Advanced Equities dedicated to premium quality Employee Benefit Plan design. I am Walnut Creek’s sole customer facing consultant to businesses in need of Defined Benefit and Defined Contribution plan optimization. Provide expertise in retirement plan design, compliance and implementation.- Outperformed counterparts in sales based on percentage to goal.- Created new cutting edge marketing materials articulating the differentiation of the firm.- Spearheaded multiple new centers of influence resulting in a boost of new plan proposals and implementation.

Charlotte, Nc, Us

Relationship based sales start-up with focus on holistic planning for clients’ financial futures. Responsible for helping affluent clients ($100k-$3mm investable assets) in the Los Angeles market manage their assets for today and prepare a financial plan to achieve long-term financial success tomorrow. Proficient in estate, retirement, and educational planning. - Ranked #1 in regional sales within my team for four consecutive quarters.- Top 5% salesperson for two quarters, 10% salesperson for four consecutive quarters nationwide.- Mentored and trained new associates on my team. Responsible for on-boarding new associates, delivering curriculum on best practices and financial fundamentals – specifically investment, deposit, and credit solutions. Resulted in 500% CRE account growth; 10% dollar CRE growth; 24% investment growth.- Named “Organic Growth Champion,” responsible for driving deposit and investment revenue. Resulted in 287% quarterly investment account growth.

Walnut Creek, Us

Entered company expenses into QuickBooks and analyzed P & L statements. P & L analysis resulted in tax savings due to a qualified retirement plan distribution schedule. Supported company web site on 24x7 basis. Assisted with publishing documents.

Gb

Prepared partial individual and Corporate tax returns. Audited Excise True-Ups for Ishares ETFs. Performed research and tax planning for family run Corporations.

B.A. W/ Minor In Mathematics, Business Management Economics (Finance And Accounting)

Education record