Benjamin Baldwin Email & Phone Number
President
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Benjamin Baldwin Location
- Chicago, IL, US
Benjamin Baldwin Work
- 2003 -now President @ Responsive Financial Group, Inc.
- 2006 -2016 Consultant @
- 1989 -2010 Member @ NAIFA
- 2000 -2009 Guest Speaker @ CCH - Financial & Estate Planning Advisory Board
- 2006 -2008 Chair, Investment Management Section @ Society of FSP
- 2006 -2008 Pro Bono Director @ FPA Illinois
- 1999 -2003 President @ The Financial Concepts Company
- 1997 -1999 VP @ AW Ormiston & Co
- 1989 -1997 Registered Representative @ AXA Financial
Benjamin Baldwin Education
- Financial Transitionists Institute
Certified Financial Transitionist® (Financial planning in the midst of life altering change)
2013-2016 - The American College
Chartered Financial Consultant Designation (Financial Planning and Services)
1992-2003 - College for Financial Planning
CFP® (Financial Planning)
1989-1992 - Hobart and William Smith Colleges
BA (American Studies & History)
1978-1982 - John Hersey High School 1974-1978
Benjamin Baldwin Skills
- Investments
- Retirement
- Insurance
- Financial Planning
- Portfolio Management
- Asset Management
- Wealth Management
- Wealth
- Retirement Planning
- IRA's
- Annuities
- IRAs
- Pensions
- Small Business
- Fixed Annuities
- Strategic Financial Planning
- Investment Management
- Investment Strategies
- Estate Planning
- Financial Planners
- Mutual Funds
- Investment Advisory
- Asset Managment
- 401k
- Asset Allocation
- Financial Advisory
- Personal Finance
- Wealth Management Services
- High Net Worth Individuals
- Series 7
- Trading
- 401(k) Retirement Savings Plans
- Life Insurance
- Financial Services
- Securities
- Leadership
- Financial Analysis
- Social Media
- Sales
- Business Development
- 401K Retirement Savings Plans
- Strategy
- Microsoft Office
- Legal Research
- Management
- Research
- 401 Retirement Savings Plans
Benjamin Baldwin Summary
- Benjamin Baldwin, based in Chicago, IL, US, is currently a President at Responsive Financial Group, Inc.. Benjamin Baldwin brings experience from previous roles at TIAA-CREF Life Insurance Co, NAIFA, CCH - Financial & Estate Planning Advisory Board and Society of FSP. Benjamin Baldwin holds a 2013 - 2016 Certified Financial Transitionist® in Financial planning in the midst of life altering change @ Financial Transitionists Institute. With a robust skill set that includes Investments, Retirement, Insurance, Financial Planning, Portfolio Management and more. Benjamin Baldwin has 2 emails and 1 mobile phone numbers on RocketReach.
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