Lynn Kulzak Email & Phone Number
Sr. Advisor and Retirement Plan Consultant @ Benefit Consultants Group
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Lynn Kulzak Location
- Redondo Beach, CA, US
Lynn Kulzak Work
- Sr. Advisor and Retirement Plan Consultant @ (January 2003 - Present)
- Regional Vice President @ Pan-American Retirement & Investment Services (August 1997 - March 2003)
- Regional Pension Consultant @ CIGNA Retirement & Investment Services (January 1985 - January 1997)
Lynn Kulzak Education
- University of Connecticut
graduate studies (Bachelor of Science, Special Education)
- California State University-Northridge
(graduate studies, Special Education and Teaching)
Lynn Kulzak Skills
- Investments
- ERISA
- Retirement Planning
- 401k
- Retirement
- Pensions
- Wealth Management
- Financial Services
- Investment Strategies
- Employee Benefits
- Mutual Funds
- Defined Benefit
- Asset Management
- FINRA
- Securities
- Strategic Financial Planning
- Insurance
- Estate Planning
- Series 63
- Deferred Compensation
- Fixed Annuities
- Retirement Plan Consulting
- Series 7
- Alternative Investments
- Investment Advisory
- IRAs
- Pension Administration
- Financial Advisory
- Profit Sharing
- Succession Planning
- Qualified Retirement Plans
- Relationship Management
- Asset Allocation
- Wealth Management Services
- Risk Management
- Defined Contribution
- Business Planning
- Investment Management
- 401k Rollovers
- Term Life Insurance
- ETFs
- Retirement Savings
- Human Resources
- Long-term Care
- Fiduciary
- Life Insurance
- Series 6
- Financial Planners
- Benefits Administration
- Financial Planning
- Long Term Care
Lynn Kulzak Summary
- Lynn Kulzak, based in Redondo Beach, CA, US, is currently a Sr. Advisor and Retirement Plan Consultant at BCG Securities, Inc.. Lynn Kulzak brings experience from previous roles at Pan-American Retirement & Investment Services and CIGNA Retirement & Investment Services. Lynn Kulzak holds a graduate studies in Bachelor of Science, Special Education @ University of Connecticut. With a robust skill set that includes Investments, ERISA, Retirement Planning, 401k, Retirement and more. Lynn Kulzak has 2 emails and 4 mobile phone numbers on RocketReach.
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Others Named Lynn Kulzak
Lynn Kulzak
Sr. Advisor and Retirement Plan Consultant
Redondo Beach, CA, US
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