Mark Ronsini, Mba, Aif® work email
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I have devoted my entire 30 year career assisting business people and individuals with the achievement of a safe and comfortable retirement.From my earliest experience in pension administration to practice ownership to wealth management I have gathered vital experience helping clients reach their financial goals in retirement.I offer my clients my wealth of experience as well as a comfortable, non intimidating atmosphere to share information and ideas.I utilize a consultative, "needs focused" approach to preparing my evaluations and solutions.Whether your needs be wealth management, retirement planning or estate and insurance planning myself and my team of professionals can prepare a tax or wealth strategy that suits you and your family or your business partners.Tax services are not offered through, or supervised by, Capital Analysts or Lincoln Investment. Independent Contractor offering Advisory Services through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comStrategic Planning Insurance and Financial Services and the above firms are independent, non-affiliated.
Strategic Planning Insurance And Financial Services
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Financial AdvisorStrategic Planning Insurance And Financial Services Jan 2013 - PresentKennesaw, Ga
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Wealth ManagerRjl Wealth Management, Llc Jan 2008 - Sep 2012San Diego And Bay Area CaliforniaI worked closely with 100's of retirement seminar inquiries providing them with complimentary financial plans utilizing a unique strategy developed by the company founder. Through time 150 to 200 became active wealth management clients of the firm with assets exceeding $10 million.We would begin the planning process by gathering and reviewing client financial data. We would then proceed to meet with the client(s) to more fully understand their retirement goals and gather additional information necessary to complete their financial plan using the company's proprietary software. A follow-up meeting to review the financial plan and its results was set. The clients would then decide how our services could best fulfill their goals using our company for professional wealth management and planning services.During that time I also maintained and managed the portfolios of my personal investment clients and retirement plans. Those assets also exceeded $10 million. -
Pension AdministratorAkt Retirement Plan Services Lp Jan 2005 - Mar 2008Escondido , CaliforniaHuron Pension Consultants was purchased in Jan 2005. I continued as Pension Administrator.I worked here as a Defined Benefit Plan Administrator from January 2005 to March 2008. During that time I was responsible for the complete administration of approximately 100 Defined Benefit, Cash Balance, and Cross-tested Plans.
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Company Owner/Pension AdministratorHuron Pension Consultants Sep 1989 - Dec 2004Greater San Diego AreaI was one of the founders of this company and developed it into a very successful and growing pension administration and consulting practice in San Diego, California. As Sole Owner, I was responsible for new business development, plan design, administration, and consultation. I also aided clients with special projects related to their retirement plans. The firm established and administered Defined Benefit Pension Plans, Profit Sharing Plans, 401(k) Plans, Cash Balance Plans, Money purchase Pension Plans and Cross-Tested Plans.I strongly believed in the team approach to providing required services and worked closely with our ERISA attorney, Enrolled Actuary, CPA's in our plan design and administration.Our goal was to successfully aid clients in reaching their retirement planning goals.This company was sold to a large regional CPA firm which later became AKT CPAs. The pension division of that firm is now called AKT Retirement Plan Services
Mark Ronsini, Mba, Aif® Skills
Mark Ronsini, Mba, Aif® Education Details
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Government And International Studies -
Financial Management
Frequently Asked Questions about Mark Ronsini, Mba, Aif®
What company does Mark Ronsini, Mba, Aif® work for?
Mark Ronsini, Mba, Aif® works for Strategic Planning Insurance And Financial Services
What is Mark Ronsini, Mba, Aif®'s role at the current company?
Mark Ronsini, Mba, Aif®'s current role is Financial Advisor at Strategic Planning Insurance and Financial Service.
What is Mark Ronsini, Mba, Aif®'s email address?
Mark Ronsini, Mba, Aif®'s email address is mr****@****rps.com
What is Mark Ronsini, Mba, Aif®'s direct phone number?
Mark Ronsini, Mba, Aif®'s direct phone number is +192568*****
What schools did Mark Ronsini, Mba, Aif® attend?
Mark Ronsini, Mba, Aif® attended University Of Notre Dame, Iona College.
What skills is Mark Ronsini, Mba, Aif® known for?
Mark Ronsini, Mba, Aif® has skills like Wealth Management, Investments, Portfolio Management, Strategic Financial Planning, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Retirement, Series 7, Asset Allocation, Financial Advisory.
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