Jonathan Houk, Cfp®, Qpfc

Jonathan Houk, Cfp®, Qpfc Email and Phone Number

Helping 10,000 families achieve and sustain a dignified retirement, on time. @ Wealth Impact Advisors, LLC
2735 Crawfis Blvd,
Jonathan Houk, Cfp®, Qpfc's Location
Akron, Ohio, United States, United States
Jonathan Houk, Cfp®, Qpfc's Contact Details

Jonathan Houk, Cfp®, Qpfc work email

Jonathan Houk, Cfp®, Qpfc phone numbers

About Jonathan Houk, Cfp®, Qpfc

For the last 15 years, I have been blessed to be able to help employees and employers improve their retirement plan outcomes. I have had the privilege to work alongside and be mentored by some of the most influential advisors, CFO’s, and HR leaders in corporate America.But more importantly, I have had the honor to sit down and have meaningful conversations with over 5,000 employees and have seen firsthand how 401(k) success (or the lack of) impacts a family’s dignified lifestyle and wellbeing. When my time has come, I want to know I accomplished three things - I loved my wife, I loved my family, and I was an honorable man. I just happen to be an advisor helping employers help their employees. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. & Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities, Inc., Valmark Advisers, Inc., or those of Wealth Impact Advisors, LLC, and have not been approved prior to posting.

Jonathan Houk, Cfp®, Qpfc's Current Company Details
Wealth Impact Advisors, LLC

Wealth Impact Advisors, Llc

View
Helping 10,000 families achieve and sustain a dignified retirement, on time.
2735 Crawfis Blvd,
Website:
teamwia.com
Employees:
7
Jonathan Houk, Cfp®, Qpfc Work Experience Details
  • Wealth Impact Advisors, Llc
    Director Of Retirement Services
    Wealth Impact Advisors, Llc May 2009 - Present
    33 Merz Blvd. Fairlawn, Oh 44333
  • Valmark Securities
    Investment Services Representative
    Valmark Securities May 2008 - Jul 2009

Jonathan Houk, Cfp®, Qpfc Education Details

Frequently Asked Questions about Jonathan Houk, Cfp®, Qpfc

What company does Jonathan Houk, Cfp®, Qpfc work for?

Jonathan Houk, Cfp®, Qpfc works for Wealth Impact Advisors, Llc

What is Jonathan Houk, Cfp®, Qpfc's role at the current company?

Jonathan Houk, Cfp®, Qpfc's current role is Helping 10,000 families achieve and sustain a dignified retirement, on time..

What is Jonathan Houk, Cfp®, Qpfc's email address?

Jonathan Houk, Cfp®, Qpfc's email address is ro****@****hoo.com

What is Jonathan Houk, Cfp®, Qpfc's direct phone number?

Jonathan Houk, Cfp®, Qpfc's direct phone number is +133070*****

What schools did Jonathan Houk, Cfp®, Qpfc attend?

Jonathan Houk, Cfp®, Qpfc attended The University Of Akron, The University Of Akron.

What are some of Jonathan Houk, Cfp®, Qpfc's interests?

Jonathan Houk, Cfp®, Qpfc has interest in Social Services, Economic Empowerment.

Who are Jonathan Houk, Cfp®, Qpfc's colleagues?

Jonathan Houk, Cfp®, Qpfc's colleagues are Mike Kura, Russell Bauman, Barbara Gualdoni, Jim Redmond, Cfp®, Aif®.

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