Tony Pampel, Cfp®, Cpwa®, Cvga™

Tony Pampel, Cfp®, Cpwa®, Cvga™ Email and Phone Number

Innovative planning for enterprising families @ Wayfinder Wealth
Tony Pampel, Cfp®, Cpwa®, Cvga™'s Location
Dallas, Texas, United States, United States
Tony Pampel, Cfp®, Cpwa®, Cvga™'s Contact Details

Tony Pampel, Cfp®, Cpwa®, Cvga™ work email

Tony Pampel, Cfp®, Cpwa®, Cvga™ personal email

About Tony Pampel, Cfp®, Cpwa®, Cvga™

I run a couple of companies that are designed to aid enterprising individuals and families with their life and financial goals. I am also the President of the Samuel Allen Pampel Foundation, a 501(c)3 charitable organization that supports children with pediatric cancer and their families through funding organizations that not only foster these families but also advance treatment, research, and grants.Wayfinder Wealth was founded to deliver a higher-level, more strategic financial plan for the entrepreneurial, enterprising person. Our ultimate goal is to help uncomplicate the financial lives of those we work with so that they can focus on what they truly enjoy.We know that success can mean different things to different people. We honor that in our planning by placing leading-edge solutions that are customized extensively, unlocking better access for our clients to personalized solutions that match their own individual needs.I (and my teams) operate on the following three Core Values:1. Help First2. Honesty, Integrity, Respect3. Have fun

Tony Pampel, Cfp®, Cpwa®, Cvga™'s Current Company Details
Wayfinder Wealth

Wayfinder Wealth

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Innovative planning for enterprising families
Tony Pampel, Cfp®, Cpwa®, Cvga™ Work Experience Details
  • Wayfinder Wealth
    Partner
    Wayfinder Wealth Sep 2022 - Present
    Dallas, Texas, United States
  • Vet Sense Financial Planning
    Founder
    Vet Sense Financial Planning Sep 2018 - Sep 2022
    Dallas/Fort Worth Area
  • True Life Financial Planning, Llc
    Founder & Owner
    True Life Financial Planning, Llc May 2015 - Sep 2022
  • Massmutual Dallas-Fort Worth
    Director Of Financial Planning
    Massmutual Dallas-Fort Worth Oct 2012 - May 2015
    Dallas, Tx
  • 1St Global
    Practice Consultant
    1St Global Feb 2012 - Nov 2012
  • Allegiant Wealth Management, A General Agency Of Mass Mutual
    Financial Advisor
    Allegiant Wealth Management, A General Agency Of Mass Mutual 2009 - Feb 2012
    I offer a broad portfolio of individual life, disability, and long term care insurance protection, asset accumulation strategies, and financial products and services for businesses, institutions and families.Through our network of experienced professionals, Allegiant Wealth Management provides expertise in: - Employee Benefit and Retention Services - Business Continuation Strategies - Estate Strategies - Trust Services - Retirement Analysis and Programs… Show more I offer a broad portfolio of individual life, disability, and long term care insurance protection, asset accumulation strategies, and financial products and services for businesses, institutions and families.Through our network of experienced professionals, Allegiant Wealth Management provides expertise in: - Employee Benefit and Retention Services - Business Continuation Strategies - Estate Strategies - Trust Services - Retirement Analysis and Programs - Advisory Services Show less
  • Allstate Insurance
    Senior Financial Analyst
    Allstate Insurance Oct 2006 - Mar 2008
    With the term 'financial analyst' being applied to so many different roles today, it was no surprise that this one was different from most. I worked as part of a unit that supported Allstate's 1,200+ agents in the state of Texas. We were responsible for creation, implementation and ongoing measurement of sales promotions and regional results. I also served as a liaision between the Austin, El Paso and San Antonio markets and the Regional headquarters in Dallas. That role involved… Show more With the term 'financial analyst' being applied to so many different roles today, it was no surprise that this one was different from most. I worked as part of a unit that supported Allstate's 1,200+ agents in the state of Texas. We were responsible for creation, implementation and ongoing measurement of sales promotions and regional results. I also served as a liaision between the Austin, El Paso and San Antonio markets and the Regional headquarters in Dallas. That role involved researching compensation and contract inquiries regarding our distribution force, as well as working with the senior leaders on both sides to help promote strong results and sound business practices in the field. Show less
  • Allstate Insurance Company
    Claims Services Adjuster
    Allstate Insurance Company Apr 2005 - Oct 2006
    As an adjuster, I was responsible for in-depth accident investigation, application of various traffic laws, and negotiation of final settlement amounts. The true grit of the job, though was customer service. Adjusters really are the front line of an insurance firm, and they only get to deal with the customers in high-pressure and highly emotional circumstances. Very few positions offer such an intense learning opportunity.
  • Rhodes College
    Web Developer
    Rhodes College 2003 - 2005
    This position began as a student-worker role for the college's communications department. I was hired on just as a new content management system was being implemented. Thus, my work involved not only the creation of new content, but the adaptation of existing information into a suitable format as well.In an interesting twist, Rhodes hired me on as an outside contractor after graduation, so that I could continue to assist from Dallas.

Tony Pampel, Cfp®, Cpwa®, Cvga™ Skills

Leadership Estate Planning Alternative Investments Financial Advisory Financial Planners Fixed Annuities Bonds Insurance Retirement Planning Sales Wealth Management Services Portfolio Management Financial Modeling Iras Investments Relationship Management Variable Annuities Finance 401k Series 66 Asset Allocation Investment Advisory Financial Services Wealth Management Equities Mutual Funds Life Insurance Universal Life Uniform Combined State Law Strategic Financial Planning Investment Strategies Risk Management Asset Management Long Term Care Disability Insurance Financial Analysis Long Term Care Insurance Series 24 Small Business Management 401k Rollovers Term Life Insurance Health Insurance Retirement Series 7 Employee Benefits Securities Investment Management

Tony Pampel, Cfp®, Cpwa®, Cvga™ Education Details

Frequently Asked Questions about Tony Pampel, Cfp®, Cpwa®, Cvga™

What company does Tony Pampel, Cfp®, Cpwa®, Cvga™ work for?

Tony Pampel, Cfp®, Cpwa®, Cvga™ works for Wayfinder Wealth

What is Tony Pampel, Cfp®, Cpwa®, Cvga™'s role at the current company?

Tony Pampel, Cfp®, Cpwa®, Cvga™'s current role is Innovative planning for enterprising families.

What is Tony Pampel, Cfp®, Cpwa®, Cvga™'s email address?

Tony Pampel, Cfp®, Cpwa®, Cvga™'s email address is to****@****lfp.net

What schools did Tony Pampel, Cfp®, Cpwa®, Cvga™ attend?

Tony Pampel, Cfp®, Cpwa®, Cvga™ attended Naveen Jindal School Of Management, Ut Dallas, Rhodes College.

What skills is Tony Pampel, Cfp®, Cpwa®, Cvga™ known for?

Tony Pampel, Cfp®, Cpwa®, Cvga™ has skills like Leadership, Estate Planning, Alternative Investments, Financial Advisory, Financial Planners, Fixed Annuities, Bonds, Insurance, Retirement Planning, Sales, Wealth Management Services, Portfolio Management.

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