Alan L. Cerf, Effectively Implementing a Financial Plan for Retirement
Download
1 / 3

Alan L. Cerf - PowerPoint PPT Presentation


  • 359 Views
  • Uploaded on

(1888PressRelease) Alan Cerf has received numerous awards for the dedicated service and expertise he provides to his diverse clientele including the National Quality Award. Alan Cerf has qualified for membership in the prestigious Million Dollar Round Table and Top of the Table numerous times. Alan Cerf's illustrious career and overwhelming knowledge earned him an invitation to serve on the California State Legisla

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Alan L. Cerf' - donaldhood


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
Slide1 l.jpg

Alan L. Cerf, Effectively Implementing a Financial Plan for Retirement

(1888PressRelease) Alan Cerf has received numerous awards for the dedicated service and expertise he provides to his diverse clientele including the National Quality Award. Alan Cerf has qualified for membership in the prestigious Million Dollar Round Table and Top of the Table numerous times. Alan Cerf's illustrious career and overwhelming knowledge earned him an invitation to serve on the California State Legisla

LaQuinta, CA; - Alan L. Cerf, well known financial expert and educator, has spent his career working to protect and ensure the financial well-being of his clients. Alan Cerf has had an outstanding and decorated career as a Financial Advisor and is respected as an authority in his field. Alan L. Cerf is reaching out to encourage all age groups to prepare for retirement by enlisting the help of a financial expert.

Alan Cerf has dedicated his career to assisting a diverse group of clients with successfully securing their financial future and preparing for retirement. Alan Cerf has also seen success in founding Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services, a company dedicated to creating strong financial foundations designed to protect clients and their assets. Alan L. Cerf utilizes fundamental financial principles to help clients understand the importance of the planning and decision making process associated with achieving the financial security needed for a worry free retirement.

"It is critical to look at the entire picture before making any specific recommendation. Retirement planning includes consideration of various sources of income including: pension, income from a business, rental income, social security, and the return on the investment portfolio," notes Alan Cerf, "Every client is different and my recommendations will differ depending on a variety of circumstances and the retirement goals of each individual."

"Planning for retirement can never be started to soon," says Alan L. Cerf, "It is my goal to assist my clients in gaining financial independence and securing a solid foundation in preparation for retirement."


Slide2 l.jpg

Alan Cerf, a Chartered Senior Financial Planner, has an outstanding career assisting seniors and retirees safely invest their money to preserve their capital, increase their income and reduce their taxes. Alan L. Cerf has spent over 37 years working to protect his clients by ensuring their financial well-being. Alan Cerf has experienced unparalleled success in the finance field as an advisor and with the company he founded, Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services. Alan Cerf continues to effectively preserve and grow his clients' assets in order to ensure peace of mind and a solid retirement plan. Alan Cerf Insurance Services and Alan L. Cerf Financial Services provides diligent care to provide individuals with quality coverage to ensure their financial foundation during unforeseen events.

About Alan Cerf

Alan Cerf is a Chartered Senior Financial Planner, a designation he earned by completing multiple required courses of study combined with a rigorous written examination, Alan L. Cerf has repeatedly proven his comprehensive knowledge of personal financial issues important to retirees and seniors.

His expertise and perseverance toward providing clients the utmost in care and financial protection has been demonstrated repeatedly, most notably when he founded Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services. Alan Cerf consistently works to advance his education in order to expand his already broad knowledge base and provide his clients with unparalleled service. Throughout his career, Alan Cerf has completed more than 100 courses of study in order to benefit retires and seniors.

Upon completion of his term, Alan Cerf received a commendation from the California State Legislature honoring his participation and service. Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services mission is to contribute to their client's success by providing legendary client service and valued financial solutions.


Slide3 l.jpg

For additional information, contact: outstanding career assisting seniors and retirees safely invest their money to preserve their capital, increase their income and reduce their taxes. Alan L. Cerf has spent over 37 years working to protect his clients by ensuring their financial well-being. Alan Cerf has experienced unparalleled success in the finance field as an advisor and with the company he founded, Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services. Alan Cerf continues to effectively preserve and grow his clients' assets in order to ensure peace of mind and a solid retirement plan. Alan Cerf Insurance Services and Alan L. Cerf Financial Services provides diligent care to provide individuals with quality coverage to ensure their financial foundation during unforeseen events.

Alan Cerf

Alan L. Cerf Insurance Services and Alan L. Cerf Financial Services

53690 Del Gato Drive, Suite 100

La Quinta, CA 92253

(760) 771-5800

alan.cerf ( @ ) mail dot com

http://www.linkedin.com/in/alanlcerf

Source:

http://www.1888pressrelease.com/alan-cerf/alan-cerf-insurance/alan-l-cerf-effectively-implementing-a-financial-plan-for-pr-275978.html


ad