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 @ Calder Investment Advisors
2011 - now VP, Financial Planning Group @ Calder Investment Advisors
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2005 - 2011 Wealth Management Advisor and Individual Consultant @ TIAA

2003 - 2005 Financial Services Advisor @ VALIC Fiancial Advisors
2000 - 2003 Regional Sales Director @ ING Nederland
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1992 - 2000 Regional Sales Director @ PEBSCO/Nationwide Retirement Solutions
1979 - 1991 HR Director @ GRAETC and Porter Hills

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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

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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.

Patrick Newcombe Emails

Found 2 emails

Patrick Newcombe Phone Numbers

Found 2 phone numbers

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Top Calder Investment Advisors Employees

Robert Stark

Chairman Emeritus at Calder Investment Advisors

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Patrick Newcombe

VP, Financial Planning Group at Calder Investment Advisors

Grand Rapids, MI, US
2
- gmail.com
- calderadvisors.com
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- +1 616-666-XXXX
- +1 616-363-XXXX

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