Ana Pfalzgraf, MBA

Financial Services-Retirement Consultant in New Jersey

Financial services leadership in retaining C-Suite relationships for institutional and individual decisions relating to retirement planning. Adhere to FINRA and ERISA regulations for a compliant environment. Provide strategy and analytical solutions for suitable investment products and services. A quantitative understanding of the features and benefits of 401a, 401(k), 403b, 457b, Roth deferral/conversions and retirement plan add-ons, IRAs, mutual funds, managed accounts, brokerage, and annuities.

  • Education
    • Quinnipiac University