Kelly Musico Gay, Aif®, Ppc®

Kelly Musico Gay, Aif®, Ppc® Email and Phone Number

Helping people reach their retirement goals as they define them. Everyone's goals are different and unique to them. @ Charles Schwab
San Francisco
Kelly Musico Gay, Aif®, Ppc®'s Location
Cary, North Carolina, United States, United States
Kelly Musico Gay, Aif®, Ppc®'s Contact Details

Kelly Musico Gay, Aif®, Ppc® work email

Kelly Musico Gay, Aif®, Ppc® personal email

n/a

Kelly Musico Gay, Aif®, Ppc® phone numbers

About Kelly Musico Gay, Aif®, Ppc®

I care about helping people reach their retirement goals. That is why our team is an industry trend setter to help affect the retirement industry by providing innovation and helping reduce costs of retirement. We created stair-step QDIA which provides a risk-based, age-banded investment default alternative to target date funds. This concept is more detailed than can be explained here but can be found at http://mvpplanadmin.com/how-we-help/advisors/. Or send me an email for more information Kelly.Musico@mvp401k.com

Kelly Musico Gay, Aif®, Ppc®'s Current Company Details
Charles Schwab

Charles Schwab

View
Helping people reach their retirement goals as they define them. Everyone's goals are different and unique to them.
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Kelly Musico Gay, Aif®, Ppc® Work Experience Details
  • Mvp Plan Administrators, Inc.
    President
    Mvp Plan Administrators, Inc. Sep 2001 - Present
    Business development, sales and compliance strategies. We truly help Plan Sponsors navigate through all the compliance and regulatory requirements and keep them on track. Retirement plans are complex, we do what we can to eliminate the complexities for Plan Sponsors and Plan Participants. We will do the heavy lifting.
  • Charles Schwab
    Advisory Board
    Charles Schwab 2016 - Present
    Westlake, Texas, Us
    View
  • Green & Seifter
    Pension Administrator
    Green & Seifter Jan 1991 - Oct 1995

Kelly Musico Gay, Aif®, Ppc® Skills

401k Retirement Plan Consulting Profit Sharing Retirement Retirement Planning Erisa Defined Benefit Investments Pensions Employee Benefits Investment Advisory Mutual Funds Qualified Retirement Plans Asset Allocation Defined Contribution Financial Planning Portfolio Management Financial Advisory Financial Planners Executive Pay 401k Rollovers Alternative Investments Series 63 Investment Management Customer Satisfaction

Kelly Musico Gay, Aif®, Ppc® Education Details

  • Bryant & Stratton College
    Bryant & Stratton College
    General
  • State University Of New York At Oswego
    State University Of New York At Oswego
    General

Frequently Asked Questions about Kelly Musico Gay, Aif®, Ppc®

What company does Kelly Musico Gay, Aif®, Ppc® work for?

Kelly Musico Gay, Aif®, Ppc® works for Charles Schwab

What is Kelly Musico Gay, Aif®, Ppc®'s role at the current company?

Kelly Musico Gay, Aif®, Ppc®'s current role is Helping people reach their retirement goals as they define them. Everyone's goals are different and unique to them..

What is Kelly Musico Gay, Aif®, Ppc®'s email address?

Kelly Musico Gay, Aif®, Ppc®'s email address is ke****@****min.com

What is Kelly Musico Gay, Aif®, Ppc®'s direct phone number?

Kelly Musico Gay, Aif®, Ppc®'s direct phone number is (866) 687*****

What schools did Kelly Musico Gay, Aif®, Ppc® attend?

Kelly Musico Gay, Aif®, Ppc® attended Bryant & Stratton College, State University Of New York At Oswego.

What skills is Kelly Musico Gay, Aif®, Ppc® known for?

Kelly Musico Gay, Aif®, Ppc® has skills like 401k, Retirement Plan Consulting, Profit Sharing, Retirement, Retirement Planning, Erisa, Defined Benefit, Investments, Pensions, Employee Benefits, Investment Advisory, Mutual Funds.

Who are Kelly Musico Gay, Aif®, Ppc®'s colleagues?

Kelly Musico Gay, Aif®, Ppc®'s colleagues are Satheesh Ramachandran, Dennis Steele, Cameron Ali, Jennifer Feick Small, Joanne Kujawa, Annie (Haberman) Pham, Cfa, Everett Boss.

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