Tag: financial all-stars

Financial Professionals Nancy Coutu, CFP & John Gajkowski, CFP Featured in USA Today

Nancy Coutu, CFP® & John Gajkowski, CFP®, were recently featured in USA Today. San Diego, Calif.  – January 16, 2014 – Co-Authors Nancy Coutu, CFP® and John Gajkowski, CFP®, Co-Founders of Money Managers Financial Group, were recently featured in USA Today with other leading financial professionals. In the USA Today feature, Nancy Coutu, John Gajkowski […]

Written by on January 16, 2014

Retirement Income Planning Experts Todd Kim and Greg Roumpos Featured in USA Today

Todd Kim and Greg Roumpos, of Galileo Financial Group, were recently featured in USA Today as 2012-2013 Financial All-Stars. South Jordan, UT – September 13, 2013 – Todd Kim, President, and Greg Roumpos, CEO of Galileo Financial Group, were recently featured in USA Today with other leading financial professionals as two of several “Financial All-Stars.” […]

Written by on September 13, 2013

Wealth Coach and Financial Advisor William Geiger Featured in USA Today

William Geiger, economist and financial planning expert, was recently featured in USA Today as a 2012-2013 Financial All-Star. Chicago and Miami – August 28, 2013 – William “Bill” Geiger, Founder of Geiger Wealth Management, was recently featured in USA Today with other leading financial professionals as one of several “Financial All-Stars.” In the USA Today […]

Written by on August 28, 2013

Retirement Planning Specialist Dharmesh Vora Featured in USA Today

Dharmesh Vora, Arizona retirement planner and financial advisor, was recently featured in USA Today as a 2012-2013 Financial All-Star. Flagstaff, AZ – August 28, 2013 – Dharmesh Vora, Owner and Founder of Vora Financial Group, PLLC, was recently featured in USA Today with other leading financial professionals as one of several “Financial All-Stars.” In the […]

Written by on August 28, 2013

Nancy Coutu and John Gajkowski, Co-Founders of Money Managers Financial Group in Oak Brook, Illinois, Have Weathered Black Monday and Seen Tech and Housing Bubbles Burst – Now They and Their Clients Have Remained on Top Through it All

Oak Brook, IL – August 2, 2013 – When Nancy Coutu and John Gajkowski met working for American Express Investment Advisors (now Ameriprise) in the early ‘80s, they recognized in each other a shared code of ethics: “We both wanted to give more value to our clients,” says Coutu. Both were frustrated with being “captive […]

Written by on August 2, 2013

Wealth Management Expert Troy M. Bender Featured in USA Today

Troy Bender, retirement wealth planning expert, was recently featured in USA Today as a 2012-2013 Financial All-Star. Orange County, Calif. – July 30, 2013 – Troy Bender, of Asset Retention Insurance Services, was recently featured in USA Today with other leading financial professionals as one of several “Financial All-Stars.” In the USA Today feature, Troy […]

Written by on July 30, 2013

Trusted Advisor Pelayo (Peter) Garcia Merges the Bank On Yourself™ Concept with Proven Retirement Income Planning Strategies for a Winning Combination

Pelayo (Peter) Garcia has earned the trust of his clients through his skillful knowledge of the Bank On Yourself™ concept combined with retirement income planning cutting edge strategies. Weston, Fla. – July 23, 2013 – Peter Garcia is the founder and CEO of GBS Financial and My Legacy Group based in South Florida.  With twenty-five […]

Written by on July 23, 2013

Financial Professionals Ken and Lori Heise Featured in USA Today

Ken and Lori Heise, a husband and wife financial team, was recently featured in USA Today as a 2012-2013 Financial All-Star. St. Louis, MO – July 19, 2013 – Ken and Lori Heise, Co-Founders of Heise Advisory Group, were recently featured in USA Today with other leading financial professionals as one of several “Financial All-Stars.” […]

Written by on July 19, 2013

Retirement and Income Planning Authorities Todd Kim and Greg Roumpos Named as Financial Trendsetters in Newsweek

Helping their clients navigate the fiscal storms of today’s economy, Todd Kim and Greg Roumpos have distinguished themselves as leading financial planning experts. South Jordan, UT – July 16, 2013 – Todd Kim and Greg Roumpos are the founders of Galileo Financial Group and leading authorities in retirement and income planning.  Based in South Jordan, […]

Written by on July 16, 2013