Strategic Retirement Partners
Founding Partner; Managing Director, Northern California
Financial Telesis Inc. Jul 2010 - Aug 2014
Financial Advisor
401(K) Advisors Jul 2010 - Aug 2014
Senior Plan Consultant
Ascent Wealth Management Group Mar 2003 - Jun 2011
Partner
Waddell & Reed Oct 2001 - Jun 2003
Financial Advisor
Education:
California State University, Chico 1995 - 1997
Bachelors, Bachelor of Science, Management
Skills:
Retirement Plan Consulting 401K Fiduciary Services 403 B Non Qualified Deferred Compensation Investments Mutual Funds Finance Employee Benefits Retirement
Languages:
Spanish
Certifications:
License 7677Aif The Center For Fiduciary Studies™ - Wharton West - San Francisco, Ca, License 7677Aif Accredited Investment Fiduciary® C(K)P
Name / Title
Company / Classification
Phones & Addresses
Steven Faggiolly
Ascent Wealth Management Group Llc Investment Management · Financial Services