David K Hicok

President

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Location:

3434 Warwood Rd, Lakewood, CA 90712

Industry:

Financial Services

Work:

Financial Planning Association of San Gabriel Valley Jan 2014 - Dec 2016
Chairman
Metlife Aug 2011 - May 2013
Financial Advisor and Investment Advisor Representative
Hicok Financial Solutions Aug 2011 - May 2013
President
Sagemark Consulting, Private Wealth Services Sep 2002 - Apr 2011
Financial Advisor
Laguna Beach Chamber of Commerce Jan 2005 - Dec 2010
Vice President

Education:

University of Redlands 2011 - 2013
Bachelors, Bachelor of Science, Business The American College of Financial Services 2008 - 2011
University at Albany, Suny 1981 - 1983
Bachelors, Bachelor of Science, Business Troy High School
University at Albany, Suny

Skills:

Business Planning
Wealthmanagement
Wealth Transfer
Estate Planning
Succession Planning
Asset Management
Retirement Plans
Defined Benefit
Retirement Income Strategies
Stock Options Strategies
Wealth Management
Retirement Planning
Insurance
Asset Managment
Wealth
Investments
Retirement
Stocks
Strategy
High Net Worth Individuals
Finance
Risk Management
Fixed Annuities
Financial Services
Financial Planners
Strategic Financial Planning
Small Business
Employee Benefits
Investment Management
Personal Finance
Iras
401K
Life Insurance
Management
Strategic Planning
Disability Insurance
Financial Advisory

Interests:

Economic Empowerment
Education
Environment
Animal Welfare
Arts and Culture

Languages:

English

Certifications:

Chartered Financial Consultant

Financial Advisor At Sagemark Consulting

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Position:

Financial Advisor at Sagemark Consulting

Location:

Orange County, California Area

Industry:

Financial Services

Work: