Rich Zeitz, Chfebc℠ Email and Phone Number
Rich Zeitz, Chfebc℠ work email
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Rich Zeitz, Chfebc℠ personal email
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I have worked in the financial services industry since 1994 and have extensive knowledge in retirement planning, income/distribution planning, investment management, and insurance planning. I focus on developing financial strategies that help clients create a reliable income stream they can’t outlive while working towards growing and protecting their investment portfolios along the way. Always a believer in education, I take pride in helping clients make well-informed decisions so they better understand and control their financial situation.Bravias Financial is a financial planning and wealth management firm that specializes in benefits and retirement planning solutions for Federal employees. I hold the prestigious Chartered Federal Employee Benefits Consultant (ChFEBC℠) designation – a designation for retirement planners willing to tackle the labyrinth of Federal Benefits. It’s obtained by successfully completing an intensive training course and rigorous examination covering all federal employee benefits. The Federal benefits and retirement market requires ongoing training and constant updating as benefit regulations shift, and it demands even more expertise from planners to incorporate these benefits into a holistic retirement strategy. He provides thorough financial education and guidance to federal employees in all aspects of their career and advises them on how to reach their retirement goals within the federal benefits system.Investment Advisory Services offered through Bravias Capital Group, LLC., a SEC Registered Investment Advisor. Bravias Capital Group and Bravias Financial are independent entities. Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠, Chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBC℠, Inc initial and ongoing certification requirements.
Bravias Financial
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President/CeoBravias Financial Feb 2008 - PresentIselin, New Jersey, UsBravias Financial is an independent financial planning and wealth management firm. Investment focus: safe money financial investment strategies and risk management for retirees, business owners, professionals, Federal employees, and State Public employees. Investment Advisory Services offered through Bravias Capital Group, LLC., a New Jersey State Registered Investment Advisor. Bravias Capital Group, LLC and Bravias Financial are independent entities.
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AuthorPlan Smart, Retire Right. Jul 2018 - PresentIn my opinion, it’s never too early, or too late, to build wealth and plan for retirement. Throughout my years in financial services, I’ve noticed that what often separates the wealthy people from the others is proper planning and having the right habits for their retirement.Plan Smart, Retire Right isn’t just the title of this book. It represents a framework for what smart, and common sense retirement planning is all about. It represents the steps you can take, and the relief you can gain, by creating your own stress-free retirement. I wrote this book because I wanted to share the processes and strategies that have benefitted my clients, and are the same strategies that have helped thousands achieve their own stress-free retirement.In retirement, the investment choices you make, and their results, good or bad, are final. You either make the right moves with your money, or you don’t. You either have enough cash flow in retirement to maintain the lifestyle you desire, or you don’t. Over the years, I’ve seen many people make critical mistakes with their money, which I feel could’ve been easily avoided. Mistakes in planning can derail the retirement you’ve always envisioned. I am so confident that Plan Smart Retire Right can help facilitate a stress-free retirement for you, filled with financial success and peace of mind. I’ve decided to combine my passion for what I do, with my years of broad-based financial knowledge to create this book and to share it with the world, in order to help everyone create the retirement lifestyle they deserve. If you follow the concepts I’ve outlined in this book, I believe you too can experience the inner peace that comes from knowing you’ve protected your nest egg from the unknowns in life, and created an abundance of income, so you’ll never have to worry about running out of money in retirement.It’s time to take control of your retirement and financial future, so you can retire right too!
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Independent Financial AdvisorSummit Brokerage Services, Inc. Apr 2011 - Aug 2012Boca Raton, Florida, Us -
Financial AdvisorEagle Strategies, Llc Dec 2010 - Apr 2011New York, Ny, UsEagle Strategies is a wholly-owned subsidiary of New York Life Insurance Company and is an SEC Registered Investment Adviser. -
Financial Services Professional / Registered RepresentativeNylife Securities Llc Mar 2009 - Apr 2011Offered securities and retirement services. -
Insurance AdvisorNew York Life Insurance Company Feb 2009 - Apr 2011New York, New York, Us -
Director Of Sales And Business DevelopmentRsr Asset Management, Inc. Apr 2006 - Feb 2009Real estate investment and mortgage brokerage
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Vp Sales - Division ManagerWorld Savings Bank Sep 2002 - Apr 2006Fortune 500 savings and loan bank which marketed and sold niche mortgage loans. Purchased in ’08 by Wachovia Bank. (Other positions held: Region Manager, District Manager and Account Executive).
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Sr. Financial Advisor / Branch ManagerJw Genesis, Inc Jan 1998 - Sep 2002Independent investment brokerage
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Financial AdvisorGruntal & Company, Llc Jun 1994 - Jun 1998Regional Investment Brokerage
Rich Zeitz, Chfebc℠ Skills
Rich Zeitz, Chfebc℠ Education Details
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Penn State UniversityMinor In Finance
Frequently Asked Questions about Rich Zeitz, Chfebc℠
What company does Rich Zeitz, Chfebc℠ work for?
Rich Zeitz, Chfebc℠ works for Bravias Financial
What is Rich Zeitz, Chfebc℠'s role at the current company?
Rich Zeitz, Chfebc℠'s current role is President/CEO @ Bravias Financial | Author | Speaker | Chartered Federal Employee Benefits Consultant℠ FERS & CSRS.
What is Rich Zeitz, Chfebc℠'s email address?
Rich Zeitz, Chfebc℠'s email address is ri****@****ial.com
What is Rich Zeitz, Chfebc℠'s direct phone number?
Rich Zeitz, Chfebc℠'s direct phone number is (800) 570*****
What schools did Rich Zeitz, Chfebc℠ attend?
Rich Zeitz, Chfebc℠ attended Penn State University.
What skills is Rich Zeitz, Chfebc℠ known for?
Rich Zeitz, Chfebc℠ has skills like Leadership, Financial Advisory, Team Building, High Stake Negotiations, Social Media, Public Speaking, B2b, Retirement Planning, Financial Planning, Business Networking, Market Planning, Start Ups.
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