Kenan Godfrey Email & Phone Number

Georgia, United States

Johns Creek, Georgia, United States

Our mission is to eradicate financial illiteracy worldwide. It’s time to close the gap between those who know how money works and those who don’t—the suckers. It’s time to break the cycle of endless debt, foolish spending, and financial cluelessness, so anyone who wants to take control of their financial future has the knowledge to make it happen. The.

Greater Atlanta Area

WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world—the financial industry. Unlike the rest of the industry who overlook the majority of North Americans or take advantage of them, we fight for families by first teaching them how money really works and then by helping them create the.

Jacksonville, Florida Area

Provide retirement plan participants with comprehensive financial services including financial advice, retirement education and wealth management in 457, 401a, 403b, and 401k retirement plans. Ongoing retirement plan reviews, financial planning, mutual fund investing, annuities, education funding: Coverdale and 529 plans, Individual retirement accounts.

• Direct comprehensive operations for Retirement Plans Group, leading team of four Retirement Education Specialists in driving sales and adoption of 30-plan portfolio comprising 457, 401(a), and 403(b) governmental and.
• Recognized for achieving 125% of sales goal with membership in MassMutual’s 125 Club.
• Garnered Team Lead of the Year Award for two consecutive years of engagement.
• Generated highest domestic sales in rollover volume for government-based retirement plans.
• Engaged as Interim Relationship Manager for one year, in parallel to Team Lead role, successfully retaining all established plans by conducting extensive reviews and providing top-flight organizational continuity and.

• Direct comprehensive operations for Retirement Plans Group, leading team of four Retirement Education Specialists in driving sales and adoption of 30-plan portfolio comprising 457, 401(a), and 403(b) governmental and.
• Recognized for achieving 125% of sales goal with membership in MassMutual’s 125 Club.
• Garnered Team Lead of the Year Award for two consecutive years of engagement.
• Generated highest domestic sales in rollover volume for government-based retirement plans.
• Engaged as Interim Relationship Manager for one year, in parallel to Team Lead role, successfully retaining all established plans by conducting extensive reviews and providing top-flight organizational continuity and.

• Led detailed and consultative presentations and personal meetings with roster of both prospective and established customers to promote product value and advise on key opportunities for optimizing retirement-plan.
• Drove roster of new-account engagement 15% within one year.
• Instrumental in securing $10M in 401(a) plan assets on existing account representing $100M in assets under management.
• Consistently maintained 125 Club status for three consecutive years of engagement.
• Positioned operations to receive Sales Office of the Year Award during third year.