Jeran van Alfen Email & Phone Number
Owner @ Centered Financial
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Jeran van Alfen Location
- California, United States
Jeran van Alfen Work
- 2019 -now Owner @
- 2018 -2018 President @
- 2015 -2018 Director of Financial Planning @
- 2013 -2015 Vice President @
- 2013 -2015 President @ Empire Wealth Strategies LLC
- 2007 -2012 Partner @
- 2004 -2007 Financial Services Professional @
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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