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@retirementdna.com
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8 phones found area 619 and 800
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Melissa Marin, Aif® Cpfa™ is listed as 401(k)/403(b) Consultant, In(k)lusion Advocate, Financial Wellness Champion at RetirementDNA, based in San Diego, California, United States. AeroLeads shows a work email signal at retirementdna.com, phone signal with area code 619, 800, and a matched LinkedIn profile for Melissa Marin, Aif® Cpfa™.
Melissa Marin, Aif® Cpfa™ previously worked as Managing Director at Retirementdna and Board Member at Classics 4 Kids.
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AeroLeads found 1 current-domain work email signal for Melissa Marin, Aif® Cpfa™. Compare company email patterns before reaching out.
It’s no secret that far too many employees do not understand the complexities of investing and saving in a retirement plan. Between selecting how much to save, understanding the difference between Roth and Traditional, and monitoring their investments—the process can seem overwhelming. It could lead to the employee not enrolling at all and missing the opportunity to achieve their retirement goals. For employers, navigating the regulatory environment for employer-sponsored plans can be a challenge. As a fiduciary to the plan, you are required to act in the best interest of your participants. How do you design a plan, monitor the investments, and benchmark your fees and resources? The truth is, you need a trusted advisor that understands the requirements of ERISA, DOL, and the IRS. I help employers implement and manage their workplace retirement plans so they can focus on their business. I help companies create a documented due diligence process, establish retirement plans, and increase participation, all while making sure the plan truly reflects the culture of the company. When you love what you do, it shows. For me, it’s engaging your employees in the retirement planning process and conducting employee education in a way that is easy to understand. The emotional reward I receive when employees come up to me after a meeting and say, “I get it now”, that’s what drives me every day. Every business is unique so your retirement plan should reflect your culture and brand. If you are interested in learning how we can provide your employees with the tools to pursue financial security in retirement, let’s chat!Investment advice is offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Melissa Marin CA Ins. License # 0d04754
Listed skills include 401 Retirement Savings Plans, Retirement Plan Consulting, Qualified Retirement Plans, Retirement Services, and 19 others.
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Escondido, California, US
At RetirementDNA, we decode the mystery of retirement planning by clearly laying out the building blocks of financial wellness. We are dedicated to decoding the jargon and complexity of retirement planning. Our simple, well-thought-out retirement planning solutions can bring peace of mind to our clients and their employees. Financial education is tied to.
San Diego, California, US
Classics For Kids is an educational performing arts organization dedicated to inspire children through the experience of live music, generate creativity, academic success, and cultural understanding. Programs serve all students regardless of socio-economic status though we prioritize access to low-income and disadvantaged youth. During our last season.
Escondido, CA, US
The network of local Girls Inc. nonprofit organizations serves girls ages 5-18 at more than 1,500 sites in 350 cities across the United States and Canada. Our evidence-based programming is delivered by trained professionals who focus on the development of the whole girl, supporting, mentoring, and guiding girls in an affirming, pro-girl environment. Here.
As the Director of Retirement Plan Services for Manning Wealth Management, I partner with our clients to help optimize their employer-sponsored retirement benefits. I assist with creating and maintaining an efficient due diligence process, that allows plan sponsors to act prudently, in best interest of their participants. I accomplish this.
About John Hancock Financial and Manulife Financial John Hancock Financial is a division of Manulife Financial, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife Financial in Canada and Asia, and primarily as John Hancock in the United States, the Company offers clients a.
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Melissa Marin, Aif® Cpfa™ works for RetirementDNA.
Melissa Marin, Aif® Cpfa™ is listed as 401(k)/403(b) Consultant, In(k)lusion Advocate, Financial Wellness Champion at RetirementDNA.
AeroLeads has found 1 work email signal at @retirementdna.com for Melissa Marin, Aif® Cpfa™ at RetirementDNA.
AeroLeads has found 8 phone signal(s) with area code 619, 800 for Melissa Marin, Aif® Cpfa™ at RetirementDNA.
Melissa Marin, Aif® Cpfa™ is based in San Diego, California, United States while working with RetirementDNA.
Melissa Marin, Aif® Cpfa™ has worked for Retirementdna, Classics 4 Kids, Girls Inc. Of San Diego County, Mwm Retirement Solutions, and John Hancock Financial Services.
You can use AeroLeads to view verified contact signals for Melissa Marin, Aif® Cpfa™ at RetirementDNA, including work email, phone, and LinkedIn data when available.
Melissa Marin, Aif® Cpfa™ is listed with skills including 401 Retirement Savings Plans, Retirement Plan Consulting, Qualified Retirement Plans, Retirement Services, 403 B, Defined Benefit, Defined Contribution, and Employee Stock Ownership Plan.
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