Joel Patrick Shomaker

age ~55

from Ladera Ranch, CA

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Also known as:

Joel P Shomaker
Joel P Shemaker
Joel P Schomaker
Joel R

Phone and address:: 117 Chadron Cir, San Juan Capistrano, CA 92694

Connected to:

Joel Shomaker Phones & Addresses

117 Chadron Cir, Ladera Ranch, CA 92694
27895 Mazagon, Mission Viejo, CA 92692
22641 Baltar, Mission Viejo, CA 92691 • 949 305-3766 • 949 770-4955
Irvine, CA
4 Dianthus, Rancho Santa Margarita, CA 92688
412 Dianthus, Rancho Santa Margarita, CA 92688
80 San Sebastian, Rancho Santa Margarita, CA 92688
30902 Clubhouse Dr #264, Laguna Niguel, CA 92677
2309 City Lights Dr, Aliso Viejo, CA 92656 • 949 770-4955
Costa Mesa, CA
Orange, CA

Work

Company:

Retirement benefits group
Apr 2011
Position:

Director wealth management

Education

School / High School:

Boston University
2010 to 2011

Skills

Retirement Planning • Asset Allocation • Retirement • Pensions • Qualified Retirement Plans • Investments • Estate Planning • 401K • Insurance • Wealth Management • Mutual Funds • Financial Advisory • Certified Financial Planner • Small Business • Investment Advisory • Series 7 • Defined Benefit • Erisa • Ira's • Financial Planning • Series 66 • Series 63 • Annuities • Asset Management • Employee Benefits • Portfolio Management • Risk Management • Investment Strategies • Investment Products • Series 6 • Profit Sharing • Finra • Long Term Care • Etfs • Alternative Investments • Bonds • Equities

Industries

Financial Services

Resumes

Director Wealth Management

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Location:

117 Chadron Cir, Ladera Ranch, CA 92694

Industry:

Financial Services

Work:

Retirement Benefits Group
Director Wealth Management
Bank of America Investment Services Dec 2003 - Dec 2006
Financial Advisor
Wells Fargo 1998 - 2003
Financial Advisor

Education:

Boston University 2010 - 2011
California State University, Fullerton
Bachelors, Bachelor of Arts, Finance

Skills:

Retirement Planning
Asset Allocation
Retirement
Pensions
Qualified Retirement Plans
Investments
Estate Planning
401K
Insurance
Wealth Management
Mutual Funds
Financial Advisory
Certified Financial Planner
Small Business
Investment Advisory
Series 7
Defined Benefit
Erisa
Ira's
Financial Planning
Series 66
Series 63
Annuities
Asset Management
Employee Benefits
Portfolio Management
Risk Management
Investment Strategies
Investment Products
Series 6
Profit Sharing
Finra
Long Term Care
Etfs
Alternative Investments
Bonds
Equities

Name / Title

Company / Classification

Phones & Addresses

Joel Shomaker
President

Child Response, Inc

2 Black Cherry St, San Juan Capistrano, CA 92694