Patrick Newcombe Email & Phone Number
VP, Financial Planning Group @ Calder Investment Advisors
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Patrick Newcombe Location
- Grand Rapids, MI, US
Patrick Newcombe Work
- 2011 -now Senior Wealth Manager at Calder Investment Advisors @
- 2011 -now VP, Financial Planning Group @
- 2005 -2011 Wealth Management Advisor and Individual Consultant @
- 2003 -2005 Financial Services Advisor @ VALIC Fiancial Advisors
- 2000 -2003 Regional Sales Director @
- 1992 -2000 Regional Sales Director @ PEBSCO/Nationwide Retirement Solutions
- 1979 -1991 HR Director @ GRAETC and Porter Hills
Patrick Newcombe Education
- Grand Valley State University
(Financial Planning Certificate Program)
2003-2005 - Aquinas College - Grand Rapids
B.A. (Psychology)
1965-1969
Patrick Newcombe Skills
- Retirement
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- IRAs
- 401k
- Asset Allocation
- Investment Strategies
- Financial Services
- 401k Rollovers
- Financial Goals
- Investment Advisory
- Mutual Funds
- Social Security
- Retirement Plan Consulting
- Social Security Retirement Income Expert
- Strategic Financial
- Strategic Planning
- Portfolio Management
- Microsoft Office
- Recruiting
- Retirement Plan
- Talent Management
Patrick Newcombe Summary
- Patrick Newcombe, based in Grand Rapids, MI, US, is currently a VP, Financial Planning Group at Calder Investment Advisors. Patrick Newcombe brings experience from previous roles at Calder Investment Advisors, TIAA-CREF, VALIC Fiancial Advisors and ING. Patrick Newcombe holds a 2003 - 2005 Grand Valley State University. With a robust skill set that includes Retirement, Retirement Planning, Wealth Management, Strategic Financial Planning, Financial Advisory and more. Patrick Newcombe has 2 emails and 1 mobile phone numbers on RocketReach.
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