Ian Wetherell, Crpc, Aif®, Se-Awma™ work email
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Ian Wetherell, Crpc, Aif®, Se-Awma™ personal email
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Ian Wetherell, Crpc, Aif®, Se-Awma™ phone numbers
I’m a valued financial coach who loves helping people achieve their goals and simplify their lives. I know everyone has a unique story and vision for their future, and I’m dedicated to providing confidence to my clients through the power of financial planning and investment management. I am a proud graduate from Syracuse University with degrees in psychology and economics, and have been in the financial industry since 1999. I leverage my wealth of experience and expertise in retirement planning and investment management to create better outcomes for my clients. I’m looking to help out 44 new households this year – would you like to be one of them? Let’s schedule some time together to see if we can find a fit: email me at ian.wetherell@lpl.com and we will find some time.
Mc Financial Partners
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Partner, Wealth AdvisorMc Financial Partners Mar 2024 - PresentConcord, California, United StatesI’m a valued financial coach who loves helping people achieve their goals and simplify their lives. I know everyone has a unique story and vision for their future, and I’m dedicated to providing confidence to my clients through the power of financial planning and investment management. I am a proud graduate from Syracuse University with degrees in psychology and economics, and have been in the financial industry since 1999. I leverage my wealth of experience and expertise in retirement planning and investment management to create better outcomes for my clients. I’m looking to help out 44 new households this year – would you like to be one of them? Let’s schedule some time together to see if we can find a fit: email me at ian.wetherell@lpl.com and we will find some time.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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. 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.
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Senior Director, Wealth AdvisoryPrincipal Global Investors Dec 2019 - Mar 2024Concord, CaliforniaSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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. 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. -
Divisional Vice PresidentNationwide Financial Jun 2019 - Dec 2019Concord, Cc -
Regional Vice PresidentNationwide Financial Sep 2013 - Dec 2019
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Regional Sales DirectorHighmark Capital Management Feb 2009 - Sep 2013Regional Sales Director for HighMark Funds covering Los Angeles metro area to San Luis Obispo
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Regional Business ConsultantJohn Hancock Jan 2007 - Nov 2008Represent John Hancock Funds and 529 plans in Los Angeles metro area and Hawaii -
National Account ManagerManulife Financial Jan 2004 - Jan 2007National Account Manager at Manulife/John Hancock, representing variable and fixed annuities, 401ks, mutual funds to wirehouse and regional firms -
Inside WholesalerManulife Financial 2001 - 2003
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Financial AdvisorPainewebber 1999 - 2001
Ian Wetherell, Crpc, Aif®, Se-Awma™ Skills
Ian Wetherell, Crpc, Aif®, Se-Awma™ Education Details
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Psychology And Economics
Frequently Asked Questions about Ian Wetherell, Crpc, Aif®, Se-Awma™
What company does Ian Wetherell, Crpc, Aif®, Se-Awma™ work for?
Ian Wetherell, Crpc, Aif®, Se-Awma™ works for Mc Financial Partners
What is Ian Wetherell, Crpc, Aif®, Se-Awma™'s role at the current company?
Ian Wetherell, Crpc, Aif®, Se-Awma™'s current role is I help good people live great lives through tax intelligent financial planning and wealth management..
What is Ian Wetherell, Crpc, Aif®, Se-Awma™'s email address?
Ian Wetherell, Crpc, Aif®, Se-Awma™'s email address is ia****@****ail.com
What is Ian Wetherell, Crpc, Aif®, Se-Awma™'s direct phone number?
Ian Wetherell, Crpc, Aif®, Se-Awma™'s direct phone number is +131094*****
What schools did Ian Wetherell, Crpc, Aif®, Se-Awma™ attend?
Ian Wetherell, Crpc, Aif®, Se-Awma™ attended Syracuse University.
What are some of Ian Wetherell, Crpc, Aif®, Se-Awma™'s interests?
Ian Wetherell, Crpc, Aif®, Se-Awma™ has interest in Electronics, Investing, Home Improvement, Reading, Home Decoration.
What skills is Ian Wetherell, Crpc, Aif®, Se-Awma™ known for?
Ian Wetherell, Crpc, Aif®, Se-Awma™ has skills like Mutual Funds, Fixed Annuities, Financial Services, Series 7, Series 63, Retirement Planning, Asset Allocation, Investments, Retirement, Securities, Finance.
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