Steve Shearn - Quintes Email and Phone Number
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As President of Quintes, I have the pleasure of leading a team of professionals who deliver an unmatched one stop qualified retirement plan solution, i.e. 401(k) to companies who care about their employee’s financial security at retirement. Developed over more than 30 years, our comprehensive service model provides companies with everything they need to secure their employee’s financial future. These services include plan design, consulting, administration, investment selection, education and enrollment. Our clients receive the highest level of service at a competitive cost.About me: I’m a Certified Plan Fiduciary Advisor (CPFA) conferred by the National Association of Plan Advisors. During my 30+ years in the industry, I’ve had extensive experience with the design, administration and funding of 401(k), 403(b), 457(b), Defined Benefit, Cash Balance and Non-Qualified retirement plans.
Quintes
View- Website:
- q-retire.com
- Employees:
- 6
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PresidentQuintes Jan 2016 - PresentSalinas, California AreaAs President of Quintes, I’m responsible for the growth of our firm and delivery of an exemplary service experience for our clients. I have a significant role in the sales and marketing of the services we provide. I enjoy meeting prospective new clients and creating the systems needed to expand our brand. In addition, I work closely with our plan administrative team to make sure our compliance services are performed timely and accurately.
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Partner In Charge Of Hayashi Wayland Retirement Plan And Investment ServicesHayashi & Wayland Jan 2001 - Dec 2015Salinas, California AreaAs Partner in Charge of Hayashi Wayland Retirement Plan and Investment Services, I oversaw the delivery of retirement plan solutions to plan sponsors and investment advisory services to individuals and trusts. My team and I provided clients with consulting and administrative services to qualified retirement plans, such as 401(k), 403(b), 457(b), Money Purchase, Profit Sharing, Defined Benefit and Cash Balance plans. -
PresidentShearn & Associates, Inc. Apr 1986 - Dec 2000Salinas, California AreaI was responsible for day-to-day operations, management and profitability. I also served as the primary sales consultant who marketed to investment advisors, accountants and attorneys, and served as the primary relationship manager for the recordkeeping partners that funded our retirement plan clients. My consulting duties included retirement plan design and installation.
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Branch ManagerFarzarolli & Davey Jan 1984 - Apr 1986Salinas, California AreaI managed the Salinas, California branch office, and was responsible for day-to-day operations, management and profitability. I also served as the primary sales consultant marketing to investment advisors, accountants and attorneys.
Steve Shearn - Quintes Skills
Steve Shearn - Quintes Education Details
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Business Finance
Frequently Asked Questions about Steve Shearn - Quintes
What company does Steve Shearn - Quintes work for?
Steve Shearn - Quintes works for Quintes
What is Steve Shearn - Quintes's role at the current company?
Steve Shearn - Quintes's current role is Proud to be a Premier Provider of Company Retirement Plans!.
What is Steve Shearn - Quintes's email address?
Steve Shearn - Quintes's email address is st****@****cpa.com
What is Steve Shearn - Quintes's direct phone number?
Steve Shearn - Quintes's direct phone number is +183180*****
What schools did Steve Shearn - Quintes attend?
Steve Shearn - Quintes attended California State University-Fresno, Fresno City College.
What skills is Steve Shearn - Quintes known for?
Steve Shearn - Quintes has skills like Retirement Planning, Defined Benefit, Investments, Profit Sharing, Retirement, Qualified Retirement Plans, Pensions, Financial Services, Retirement Plan Consulting, 401k, Erisa, Investment Advisory.
Who are Steve Shearn - Quintes's colleagues?
Steve Shearn - Quintes's colleagues are Ruben Hernandez, Cpfa, Aif®, Ivy Birgani, Jessica Arellano.
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