Todd Kleinert's Location
Modesto, CA, US
Todd Kleinert's Work
- Financial Advisor @ Sorrento Pacific Financial
- Financial Advisor @ j.p Morgan Chase Bank n.A
- Financial Advisor @ VALIC
- Corporate Retirement Plan Sales @ PlanMember Securities Corporation
Todd Kleinert's Education
- University Of Nevada - Reno
Bachelor of Science (Finance)
Todd Kleinert's Skills
- Qualified Retirement Plans
- 401k
- Customer Service
- Strategic Planning
- Retirement Plan Consulting
- Defined Contribution
- Profit Sharing
Todd Kleinert's Summary
Todd Kleinert, based in Modesto, CA, US, is currently a Financial Advisor at Sorrento Pacific Financial, LLC, bringing experience from previous roles at j.p Morgan Chase Bank n.A, Valic and Planmember Securities Corporation. Todd Kleinert holds a Bachelor of Science in Finance @ University Of Nevada - Reno. With a robust skill set that includes Qualified Retirement Plans, 401k, Customer Service, Strategic Planning, Retirement Plan Consulting and more, Todd Kleinert contributes valuable insights to the industry. Todd Kleinert has 2 emails on RocketReach.
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