CFP - Certified Financial Planner (Financial Planning and Services)
1985-1987
Hofstra University
B.B.A (Marketing & Business)
1970-1973
Seward Park HS
Academic (Life)
1965-1969
Rick Waldman Skills
Auto
Financial Planners
Employee Benefits
Fixed Annuities
Condos
Professional Liability
Insurance
Retirement Planning
Disability Income
Sales
Brokerage
Legal Liability
Critical Illness
Investments
Mortgage Lending
Condo Insurance
Renters Insurance
Workers' Compensation
Umbrella Insurance
Life Insurance
Workers' Compensation Claims
Underwriting
Universal Life
Disability Income Insurance
Real Estate
Property
Risk Management
Agents
Workers Compensation Insurance
Liability
Workers Compensation
Long Term Care
Inland Marine
Disability Insurance
Claims Management
Property And Casualty Insurance
Long Term Care Insurance
Property And Casualty
Small Business
General Insurance
Commercial Insurance
Term Life Insurance
Health Insurance
Automobile Insurance
Commercial Lines
Commercial Real Estate
Retirement
Brokers
Homeowners
Renters
Selling
Homeowners Insurance
Whole Life
Rick Waldman Summary
Rick Waldman, based in Boca Raton, FL, US, is currently a Insurance Broker at Kirstein Insurance Services at Kirstein Insurance Services. Rick Waldman brings experience from previous roles at Insurance Advisor @ Insurance Maven Group and Insurance Broker @ Kirstein Insura, Insurance Maven Group, Insurance Maven Group DBA Waldman Insurance and Modern Capital Planning Inc. Rick Waldman holds a 1985 - 1987 CFP - Certified Financial Planner in Financial Planning and Services @ Adelphi University. With a robust skill set that includes Auto, Financial Planners, Employee Benefits, Fixed Annuities, Condos and more. Rick Waldman has 1 emails and 3 mobile phone numbers on RocketReach.
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