Zelman Planning Associates
Owner and President
The Hartford Apr 1997 - Aug 2009
Senior Specialist-Advanced Markets
The Hartford Dec 2005 - Aug 2009
Senior Specialist- Retirement and Wealth Consulting Group
The Hartford 1999 - 2003
Product Manager- Life Insurance
Phoenix Planning Associates 1984 - 1997
Owner
Education:
The American College of Financial Services 1988 - 2009
College For Financial Planning 2000 - 2001
Skills:
Mutual Funds Retirement Retirement Planning Fixed Annuities Investments Strategic Financial Planning Estate Planning 401K Qualified Retirement Plans Iras Training Variable Annuities Wealth Management Finra Relationship Management Wealth Series 63 Financial Services Financial Advisory Securities Life Insurance Series 6 Marketing Investment Advisory Series 65 Long Term Care Defined Benefit Series 7 Portfolio Management Asset Allocation