Rick Pernell

Rick Pernell Email and Phone Number

Insurance Specialist, Retirement Planning, CSP Fincail Group at CSP Financial Group @ CSP Financial Group
Rick Pernell's Location
Philadelphia, Pennsylvania, United States, United States
Rick Pernell's Contact Details

Rick Pernell personal email

About Rick Pernell

Experienced Strategist with a demonstrated history of working in the financial services industry. Skilled in Business Planning, Employee Benefits Design, Asset Management, Disability Insurance, and Equities. Strong business development professional with a BA focused in Biology/Premed from Cheney University.

Rick Pernell's Current Company Details
CSP Financial Group

Csp Financial Group

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Insurance Specialist, Retirement Planning, CSP Fincail Group at CSP Financial Group
Rick Pernell Work Experience Details
  • Csp Financial Group, (Member Of- Asset Advisor International)
    Wealth Strategist
    Csp Financial Group, (Member Of- Asset Advisor International) Dec 2000 - Present
    We provide Tax-Free Retirement Income Planning for our clients. We show clients how to Optimize their assets and Manage their Equity. Our work involves Life Insurance, tax deferred investing & savings and tax free distribution of wealth.
  • Csp Financial Group
    Insurance Specialist, Retirement Planning, Csp Fincail Group
    Csp Financial Group Dec 2000 - Present
    Pa. Nj. Az.
    View
  • World Financial Group/World Group Securities
    Branch Office Manager
    World Financial Group/World Group Securities 2004 - 2007
    Presidential Blvd. Bala Cynwyd, Pa
    Managed Secirities Branch Office, including Registered Representatives and Life Insurance licensed agents.Responsible for growth of the branch and maintaning compliance programs for the Registrered Representatives.

Rick Pernell Skills

Retirement Planning Investments Wealth Asset Management Insurance Asset Managment 401k Asset Allocation Business Planning Critical Illness Employee Benefits Disability Insurance Equities

Rick Pernell Education Details

  • Cheney University
    Cheney University
    Biology/Premed
  • Haddon Heights High School, Haddon Heights, Nj. Cheney University, Philadelphia College Of Osteopathic Medicine
    Haddon Heights High School, Haddon Heights, Nj. Cheney University, Philadelphia College Of Osteopathic Medicine
    Biology,Pre-Med, Trained For Doctor Of Osteopathic- Physicians Degree

Frequently Asked Questions about Rick Pernell

What company does Rick Pernell work for?

Rick Pernell works for Csp Financial Group

What is Rick Pernell's role at the current company?

Rick Pernell's current role is Insurance Specialist, Retirement Planning, CSP Fincail Group at CSP Financial Group.

What is Rick Pernell's email address?

Rick Pernell's email address is rp****@****tit.com

What is Rick Pernell's direct phone number?

Rick Pernell's direct phone number is +121592*****

What schools did Rick Pernell attend?

Rick Pernell attended Cheney University, Haddon Heights High School, Haddon Heights, Nj. Cheney University, Philadelphia College Of Osteopathic Medicine.

What are some of Rick Pernell's interests?

Rick Pernell has interest in Tennis And Golf.

What skills is Rick Pernell known for?

Rick Pernell has skills like Retirement Planning, Investments, Wealth, Asset Management, Insurance, Asset Managment, 401k, Asset Allocation, Business Planning, Critical Illness, Employee Benefits, Disability Insurance.

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