Sacha Wilson

Sacha Wilson Email and Phone Number

Head of Sales @ CRM Experts Online
Jersey City, NJ, US
Sacha Wilson's Location
Jersey City, New Jersey, United States, United States
Sacha Wilson's Contact Details

Sacha Wilson personal email

n/a
About Sacha Wilson

I have spent much of my career in the financial services industry working as a financial advisor. I focus on personal financial planning and wealth management for federal employees. I founded Vault Retirement Group to introduce a client-centered approach to Federal Retirement and provide federal employees with an education of their benefits as well as a completely FREE financial plan which demonstrates how clients can move forward in retirement with 100% confidence. This enables me to fulfill my passion for helping individuals and families achieve true financial freedom.

Sacha Wilson's Current Company Details
CRM Experts Online

Crm Experts Online

View
Head of Sales
Jersey City, NJ, US
Employees:
25
Sacha Wilson Work Experience Details
  • Crm Experts Online
    Head Of Sales
    Crm Experts Online
    Jersey City, Nj, Us
  • Exp Realty
    Real Estate Agent
    Exp Realty Mar 2024 - Present
    New Jersey, United States
    Realtor at Rowack Group | eXp Realty | New Jersey 🏡🔑 | Passionate about helping clients buy and sell homes. Active NJ real estate license holder. Let’s connect!
  • Chilltown Realtors - Keller William Jc
    Realtor
    Chilltown Realtors - Keller William Jc Aug 2022 - Present
    Jersey City, New Jersey, United States
  • Federal Retirement Planners
    Ceo/Financial Advisor
    Federal Retirement Planners Jan 2022 - Present
    Jersey City, New Jersey, United States
  • Vault Retirement Group
    Chief Executive Officer & Financial Advisor
    Vault Retirement Group Jan 2022 - Present
    Summit, New Jersey, United States
    At Vault Retirement Group, we provide financial planning services, and retirement planning primarily for Federal Employees, as well as non federal employees. We take our time to get to know you in order to create your comprehensive FREE financial plan.
  • Re/Max
    Sales Associate
    Re/Max Sep 2019 - Oct 2022
    Morristown, Nj
  • Bravias Financial
    Financial Advisor
    Bravias Financial Jan 2020 - Jan 2022
    Iselin, New Jersey, United States
    As a financial advisor with Bravias Financial we take a deep dive into your retirement goals, your current as well as future spending, savings, and insurances, for federal employees, this includes analyzing how your federal benefits are affected, as well as how they affect your retirement, in order to create what we call your financial "Blueprint". This is a comprehensive financial plan showing you details about your retirement as well as any actionable items that may help benefit, or stretch your retirement dollars.
  • Keller Williams Realty, Inc.
    Sales Associate
    Keller Williams Realty, Inc. Nov 2017 - Sep 2019
    Livingston, New Jersey
  • Acacia Planning
    Ceo
    Acacia Planning Jan 2013 - Nov 2017
    West Orange, Nj
    We select and manage the right professionals to watch over the different areas of your financial accounts based on a strategy specifically designed around you and your needs. Using our advanced network of professionals we make sure to pay attention to the details that others may miss. Making sure that your estate/legal matters are in order, and that you are maximizing your tax efficiency, keeping as much of your hard earned money as possible.
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. 2011 - Dec 2012
    Fairfield, Nj
    In my role at Ameripirse my primary responsibilities included but were not limited to, Account Management, Marketing, Asset Management, Client Acquisition, wholesaler communications, as well as managing any other day to day tasks that would arise.
  • David Lerner Associates
    Investment Counselor
    David Lerner Associates Nov 2006 - Nov 2011
    Investment counselor
  • Prudential Financial
    Investment Advisor
    Prudential Financial 2001 - 2002
    Find solutions to peoples life insurance and protection needs.

Sacha Wilson Skills

Series 7 Investments Fixed Annuities Retirement Planning Strategic Financial Planning Series 63 Retirement Estate Planning Wealth 401k Wealth Management Financial Services Life Insurance Financial Planning

Sacha Wilson Education Details

Frequently Asked Questions about Sacha Wilson

What company does Sacha Wilson work for?

Sacha Wilson works for Crm Experts Online

What is Sacha Wilson's role at the current company?

Sacha Wilson's current role is Head of Sales.

What is Sacha Wilson's email address?

Sacha Wilson's email address is sa****@****mpf.com

What schools did Sacha Wilson attend?

Sacha Wilson attended Fairleigh Dickinson University, Summit High School, Lincoln School.

What are some of Sacha Wilson's interests?

Sacha Wilson has interest in Family, Kayaking, Skiing, Canoeing, Snowboarding, Hiking, Camping, Really Anything Outdoors, Travel, Fishing.

What skills is Sacha Wilson known for?

Sacha Wilson has skills like Series 7, Investments, Fixed Annuities, Retirement Planning, Strategic Financial Planning, Series 63, Retirement, Estate Planning, Wealth, 401k, Wealth Management, Financial Services.

Who are Sacha Wilson's colleagues?

Sacha Wilson's colleagues are Shante Siocha, Gwendolyn Barcoma, Taha Jangbar, Milagros Bednarski, Crm Experts, Ricardo Villarreal, Cyrille Deloso.

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