S. Webb Email & Phone Number
Partner, Retirement Planning Specialist @ Cascade Wealth Strategies
5 free lookup(s).
S. Webb Location
- Bellevue, WA, US
S. Webb Work
- 2011 - now Partner, Retirement Planning Specialist @
- 2020 - now Financial Consultant and Registered Representative @
- 2009 - 2020 Financial Consultant and Registered Representtive @
- 2006 - 2009 Assistant Manager @ Wells Fargo Financial
- 2005 - 2006 Certified Retail Sales and Customer Service Representative @
- 2004 - 2005 Customer Service Representative @
S. Webb Education
- University of Washington
BA Economics (Economics, Finance)
2002 - 2006 - Issaquah High School 1999 - 2002
- University of Pennsylvania - The Wharton School
Retirement Plannng Specialist (Finance, General)
S. Webb Skills
- Tax-Efficient Investing Strategies
- Tax Deferred Investment Planning
- Microsoft Benefits and Planning areas
- Financial Planning
- Wealth Management
- Investment Services
- Insurance Strategies
- Insurance Planning
- Retirement Planning
- College Education Planning
- Estate Conservation Strategies
- IRA distribution planning
- 401(k) Distribution planning
- Wealth Preservation Strategies
- Client Education
- Investment Planning
- Risk Management
- Long term care planning strategies
- 401K Distribution Planning
- Tax Efficient Investing Strategies
- Financial Services
- 401 Distribution Planning
S. Webb Summary
- S. Webb, based in Bellevue, WA, US, is currently a Partner, Retirement Planning Specialist at Cascade Wealth Strategies. S. Webb brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC, Wells Fargo Financial and Nordstrom. S. Webb holds a 2002 - 2006 BA Economics in Economics, Finance @ University of Washington. With a robust skill set that includes Tax-Efficient Investing Strategies, Tax Deferred Investment Planning, Microsoft Benefits and Planning areas, Financial Planning, Wealth Management and more. S. Webb has 4 emails and 2 mobile phone numbers on RocketReach.
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