Honest, straightforward and fully transparent financial planning and investment management backed by our independent and fee-only structure. We offer the following services:- Investment & Retirement Planning -- IRA, 401(k), 403(b), & 457 Advice and 401(k) & 403(b) Rollover- Education Planning -- 529 Plans, Coverdell Education Savings Accounts- Insurance Planning- Estate Planning- Dependent Planning -- Uniform Transfers to Minor Accounts / Uniform Gift to Minor Accounts, Beneficiary TitlingPensinger Financial can help your business obtain additional tax-advantaged savings with the right small business retirement plan, such as:- SEP-IRA- SIMPLE IRA- Solo 401(k)- Full-feature 401(k)

• Provided excellent client service while handling new client on-boardings, account openings, existing account changes, IRA distributions & RMDs, wire transfers, journaling of money & assets, EFTs, and SLOAs at Charles Schwab and Fidelity• Supported Senior Portfolio Manager to rebalance portfolios, execute trades, liquidate positions, and reconcile trades using Envestnet | Tamarac’s Advisor Rebalancing application• Helped Network Administrator with database management of client information and account descriptors in Envestnet |Tamarac’s Advisor View & CRM• Created a college funding brochure that discussed the pros and cons of 529 College Savings Plan, 529 Pre-paid Tuition Plans, and CESAs

Head of Asia Shift Trading; Operations Support, July 2010 – October 2012Forex and Precious/Base Metals Trader, October 2007 – July 2010Fixed Income Trader, September 2005 – October 2007Eurex Trader, March 2004 – September 2005

Real estate rehab and development.