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Greg Harder Location
Santa Rosa, CA, US
Greg Harder Work
2023 -now Financial Consultant @
2019 -2023 Vice President Financial Consultant @
2008 -2019 Financial Advisor @
2003 -2014 VP @ Sonoma Co. Horse Council
Greg Harder Education
Cal Poly San Luis Obispo
Masters of Science (General Agriculture)
Greg Harder Skills
Pensions
Fixed Income
Portfolio And Retirement Plan Reviews
Variable Annuities
Finance
Roth IRA
Fixed Income Investments
Mutual Funds
Systematic Investing
Estate Considerations
Education Savings
Exchange Trades Funds
Customer Service
Licensed Life And Health Insurance Agent
Long Term Care Insurance
Wealth Preservation Strategies
Traditional IRA
401k Rollovers
Equity Investments
Investor Education Programs
Business Retirement Plans
Greg Harder Summary
Greg Harder, based in Santa Rosa, CA, US, is currently a Financial Consultant at Caldwell Sutter Capital, Inc.. Greg Harder brings experience from previous roles at NBC Securities, Inc., Edward Jones and Sonoma Co. Horse Council. Greg Harder holds a Masters of Science in General Agriculture @ Cal Poly San Luis Obispo. With a robust skill set that includes Pensions, Fixed Income, Portfolio And Retirement Plan Reviews, Variable Annuities, Finance and more. Greg Harder has 1 emails and 1 mobile phone numbers on RocketReach.
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