Michael Bass, Aif®

Michael Bass, Aif® Email and Phone Number

Principal Advisor delivering advanced employee benefits and retirement plans for mid to large companies & non-profits @ World Insurance Associates LLC
tinton falls, new jersey, united states
Michael Bass, Aif®'s Location
Berwyn, Pennsylvania, United States, United States
Michael Bass, Aif®'s Contact Details

Michael Bass, Aif® work email

Michael Bass, Aif® personal email

n/a
About Michael Bass, Aif®

Michael has thirty (30) years of experience guiding organizations in the areas of advanced employee benefits strategies, corporate retirement plan design, and tactical asset management planning. Prior to being acquired by World Insurance Associates, LLC in March of 2022, Michael was the CEO of Corporate Benefits Alliance, Inc. (CBA), and President of CBA's sister company, Wealth Advisory Group, Inc.Wealth Advisory Group, Inc., A World Company, is a Registered Investment Advisory (RIA) Firm providing co-fiduciary asset management strategies to corporate pensions, 401(k) retirement plans and individuals.

Michael Bass, Aif®'s Current Company Details
World Insurance Associates LLC

World Insurance Associates Llc

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Principal Advisor delivering advanced employee benefits and retirement plans for mid to large companies & non-profits
tinton falls, new jersey, united states
Website:
worldins.net
Employees:
158
Michael Bass, Aif® Work Experience Details
  • World Insurance Associates Llc
    Principal - Employee Benefits
    World Insurance Associates Llc Oct 2001 - Present
    At WORLD, we help organizations by deploying modern employee benefit plans, HR advisory resources, Benefits-Admin technology, Compliance, Payroll, and 401(k) plans; coupled with a full-scale employee benefits communications strategy to fully engage your team.
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  • Wealth Advisory Group, Inc., A World Company
    Advisor
    Wealth Advisory Group, Inc., A World Company Jan 1994 - Present
    Principal and Advisor with Wealth Advisory Group, A World Company, has spent nearly two decades working directly with successful business owners and senior executives of public companies. Michael has focused on developing sophisticated strategies for retirement plan design and asset management; personal wealth & investment planning; and cost containment methodologies for employee benefit plans.Michael approaches his work with the belief that entrepreneurs are unique when it comes to financial strategies because the business owner’s personal wealth is intertwined with the value of his or her business. By developing strategies specifically for these clients, Michael helps to create and preserve personal wealth while simultaneously hedging the impact of personal income and federal estate taxes. This philosophy has contributed to growing Wealth Advisory Group, Inc. into a preeminent asset management and wealth planning firm in the Philadelphia area.Michael is also a co-founder and CEO of Wealth Advisory Group’s subsidiary company, Corporate Benefits Alliance, Inc., a separately staffed, full service employee benefits consulting and brokerage insurance agency.Michael attended Villanova University where he pursued his B.S. in Finance in 1992. In addition, he currently holds an Accredited Investment Fiduciary (AIF®) designation, is a FINRA Series 7 and Series 65 licensed professional and is a Charter Member of Business Leaders Network and e-Consortium.
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Michael Bass, Aif® Skills

Investments Finance Retirement Planning Executive Management Leadership Management Employee Benefits Asset Management Insurance Investment Advisory Asset Managment Financial Advisory Securities Entrepreneurship Wealth Employee Benefits Design Wealth Management Series 7 Mutual Funds Strategic Financial Planning Due Diligence Mergers Wealth Management Services Pensions Investment Strategies Portfolio Management Start Ups Financial Services Private Equity Venture Capital Small Business Management Consulting

Frequently Asked Questions about Michael Bass, Aif®

What company does Michael Bass, Aif® work for?

Michael Bass, Aif® works for World Insurance Associates Llc

What is Michael Bass, Aif®'s role at the current company?

Michael Bass, Aif®'s current role is Principal Advisor delivering advanced employee benefits and retirement plans for mid to large companies & non-profits.

What is Michael Bass, Aif®'s email address?

Michael Bass, Aif®'s email address is ba****@****ors.com

What is Michael Bass, Aif®'s direct phone number?

Michael Bass, Aif®'s direct phone number is +161022*****

What are some of Michael Bass, Aif®'s interests?

Michael Bass, Aif® has interest in Golf, Competetive Shooting Sports, Drumming And Percussion.

What skills is Michael Bass, Aif® known for?

Michael Bass, Aif® has skills like Investments, Finance, Retirement Planning, Executive Management, Leadership, Management, Employee Benefits, Asset Management, Insurance, Investment Advisory, Asset Managment, Financial Advisory.

Who are Michael Bass, Aif®'s colleagues?

Michael Bass, Aif®'s colleagues are Edwin Navalany, Jackelyn Bonfiglio, Joan Scherer, Dawn O'gara, Berta Havens, Amir Fathi, Samantha Yeaw.

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