Owen Goffard's Professional Contact Details

HQ
+1-800-729-2065
Location
Green Bay, Wisconsin

Owen Goffard's Current Company Details

KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each ind...
KerberRose Wealth Management delivers trusted advice to guide families and business owners toward financial freedom. We are small enough to provide personal, hands-on counsel, yet large enough to serve each individual's financial needs. By working closely with our valued clients, we are able to combine intelligent financial life advice with a unique tax-advantaged wealth planning process. Customized wealth management solutions help our clients identify what is important to them and then create a plan to achieve success.KerberRose Wealth Management's group retirement plan division, KerberRose Retirement Plan Services, is focused on delivering superior retirement plan consulting services. KerberRose Retirement Plan Services assists plan sponsors in the areas of plan design, benchmarking, investment advice, fiduciary compliance and participant outcomes.KerberRose Wealth Management, LLC is a Registered Investment Advisor. Certain representatives of KerberRose Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. KerberRose Wealth Management, LLC is not owned or operated APW Capital, Inc. Financial Planning and Investment Advisory Services are offered through KerberRose Wealth Management, LLC. Check the background of this firm on FINRA's BrokerCheck.
retirement plan consulting
plan design
benchmarking
investment advice
fiduciary compliance
wealth management
participant outcomes
retirement planning
financial services
investment management
capital markets

Owen Goffard's Work History and Education

KerberRose Wealth Management, LLC
Paraplanner Intern
2023 - Present
Target
Fulfillment Specialist
2021 - 2022 • 1 year

Frequently Asked Questions about Owen Goffard


What company does Owen Goffard work for?

Owen Goffard works for KerberRose Wealth Management, LLC.

What is Owen Goffard's role at KerberRose Wealth Management, LLC?

Owen Goffard's role at KerberRose Wealth Management, LLC is Paraplanner Intern.

What is Owen Goffard's email address?

Owen Goffard's email address is o**@kerberrosewealth.com.

What is Owen Goffard's business email address?

Owen Goffard's business email address is o**@kerberrosewealth.com.

What is Owen Goffard's HQ phone number?

Owen Goffard's HQ phone number is +1-800-729-2065.

What industry does Owen Goffard work in?

Owen Goffard works in the Financial Services industry.

Who are Owen Goffard's colleagues?

Owen Goffard's colleagues are Brianne Burnett, Alexandria Miller, Scott Ciullo, Michael Aif and more.
Financial Wellness Advocate
Director of Retirement Plans
Director of Retirement Plans

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