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Jeran van Alfen Location
California, United States
Jeran van Alfen Work
Owner @ (May 2019 - Present)
President @ (January 2018 - September 2018)
Director of Financial Planning @ (August 2015 - September 2018)
Vice President @ (December 2013 - August 2015)
President @ Empire Wealth Strategies LLC (January 2013 - August 2015)
Partner @ (July 2007 - December 2012)
Financial Services Professional @ (May 2004 - July 2007)
Jeran van Alfen Education
University of Utah
Bachelor of Science (Economics)
1998-2004
California Lutheran University 1997-1998
The American College of Financial Services
LUTCF
2005
Jeran van Alfen Skills
Wealth Management
Financial Planning
Personal Finance
Retirement Planning
Investments
Estate Planning
Wealth Accumulation
401(k) Retirement Savings Plans
Buy-sell Agreements
IRAs
Insurance Planning
Asset Allocation
Charitable Giving
Succession Planning
Sales Management
Securities
Buy Sell Agreements
401k Retirement Savings Plans
401 Retirement Savings Plans
Jeran van Alfen Summary
Jeran van Alfen, based in California, United States, is currently a Owner at Centered Financial. Jeran van Alfen brings experience from previous roles at Anchor Bay Capital, Inc., AXA Advisors and Empire Wealth Strategies LLC. Jeran van Alfen holds a 1998 - 2004 Bachelor of Science in Economics @ University of Utah. With a robust skill set that includes Wealth Management, Financial Planning, Personal Finance, Retirement Planning, Investments and more. Jeran van Alfen has 1 emails and 2 mobile phone numbers on RocketReach.
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