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Dave Menard Location
Fort Collins, CO, US
Dave Menard Work
1988 -now Owner @ CORE Financial
1988 -2001 Agent and Partner @ MMCA
Dave Menard Education
Western Colorado University
Bachelors (Business)
1982-1985
Dave Menard Skills
Life Insurance
Whole Life
Universal Life
Variable Universal Life
Term Life Insurance
Retirement Planning
Portfolio Management
Investment Advisory
Wealth Management
Investment Strategies
College Savings Plans
Fixed Annuities
Variable Annuities
Indexed Annuities
Roth IRA
Traditional IRA
SEP IRA
Simple IRA
401k
Long Term Care Insurance
Financial Planners
Series 63
Microsoft Office
Wealth
Employee Benefits
IRAs
Strategic Financial Planning
Health Insurance
Critical Illness
Financial Services
Mutual Funds
Leadership
Asset Allocation
Wealth Accumulation
Disability Insurance
Estate Planning Strategy
Investments
Sales
Financial Advisory
Retirement
Long Term Care
Small Business
Securities
Estate Planning
Insurance
Marketing
Series 7
Social Media
Series 66
Strategic Financial
Medicare
Brokers
Dave Menard Summary
Dave Menard, based in Fort Collins, CO, US, is currently a Owner at CORE Financial. Dave Menard brings experience from previous roles at MMCA. Dave Menard holds a 1982 - 1985 Bachelors in Business @ Western Colorado University. With a robust skill set that includes Life Insurance, Whole Life, Universal Life, Variable Universal Life, Term Life Insurance and more. Dave Menard has 1 emails and 1 mobile phone numbers on RocketReach.
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