Tony Pampel, Cfp®, Cpwa®, Cvga™ Email and Phone Number
Tony Pampel, Cfp®, Cpwa®, Cvga™ work email
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Tony Pampel, Cfp®, Cpwa®, Cvga™ personal email
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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
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PartnerWayfinder Wealth Sep 2022 - PresentDallas, Texas, United States -
FounderVet Sense Financial Planning Sep 2018 - Sep 2022Dallas/Fort Worth Area
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Founder & OwnerTrue Life Financial Planning, Llc May 2015 - Sep 2022
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Director Of Financial PlanningMassmutual Dallas-Fort Worth Oct 2012 - May 2015Dallas, Tx -
Practice Consultant1St Global Feb 2012 - Nov 2012
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Financial AdvisorAllegiant Wealth Management, A General Agency Of Mass Mutual 2009 - Feb 2012I 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
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Senior Financial AnalystAllstate Insurance Oct 2006 - Mar 2008With 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 -
Claims Services AdjusterAllstate Insurance Company Apr 2005 - Oct 2006As 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. -
Web DeveloperRhodes College 2003 - 2005This 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
Tony Pampel, Cfp®, Cpwa®, Cvga™ Education Details
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Finance, Entrepreneurship -
International Business
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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