James Pierik Email & Phone Number
Partner @ Stratos Wealth Partners
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James Pierik Location
- San Diego, CA, US
James Pierik Work
- Partner @ (January 2013 - Present)
- Chief Executive Officer @ (January 1986 - Present)
- Partner @ Financial Planning Consultants (February 1993 - January 2013)
- Partner @ Financial Consulting Group (January 1988 - January 1993)
James Pierik Skills
- 401k
- Alternative Investments
- Business succession planning
- ESOPs
- ETFs
- Estate Planning
- Fee-based 401k plans
- Financial Planning
- Income
- Income distribution planning
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Succession Planning
- Wealth Management
- municipal bonds
James Pierik Summary
- James Pierik, based in San Diego, CA, US, is currently a Partner at Stratos Wealth Partners. James Pierik brings experience from previous roles at PTM Financial, Financial Planning Consultants and Financial Consulting Group. With a robust skill set that includes 401k, Alternative Investments, Business succession planning, ESOPs, ETFs and more. James Pierik has 2 emails and 1 mobile phone numbers on RocketReach.
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