Cfp Theresa Gorin Crpc Cpfa
Theresa joined Rockefeller Capital Management in 2023. Prior to Rockefeller, Theresa spent more than 23 years at Merrill... | Chesterfield, Missouri, United States
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Cfp Theresa Gorin Crpc Cpfa’s Emails tg****@rockco.com
Cfp Theresa Gorin Crpc Cpfa’s Phone Numbers No phone number available.
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Cfp Theresa Gorin Crpc Cpfa’s Location Chesterfield, Missouri, United States
Cfp Theresa Gorin Crpc Cpfa’s Expertise Theresa joined Rockefeller Capital Management in 2023. Prior to Rockefeller, Theresa spent more than 23 years at Merrill Lynch. She enjoys building client relationships and travels extensively to meet with clients. Her focus is on helping clients prepare for the future by developing long-term financial strategies for retirement, estate, education and asset preservation planning. Theresa is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards. She also holds the Chartered Retirement Planning Counselor, CRPC designation awarded by the College for Financial Planning. Additionally, Theresa holds the Certified Plan Fiduciary Advisor, CPFA credential, and uses her knowledge, experience and commitment to working with retirement plans. Theresa graduated from the University of Notre Dame with a Bachelor's degree in Finance and Business Economics. She and her husband, Don, live in Town and Country, MO with their three sons. When Theresa isn’t at the office, she dedicates her time to family and enjoys travelling. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Second Disclosure: The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo.
Cfp Theresa Gorin Crpc Cpfa’s Current Industry Rockefeller Capital Management
Cfp
Theresa Gorin Crpc Cpfa’s Prior Industry
Merrill Lynch Wealth Management
|
Rockefeller Capital Management
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Work Experience
Rockefeller Capital Management
Private Advisor, Managing Director
Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch Wealth Management
Wealth Management Advisor, Managing Director
Tue Jun 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon May 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Theresa Gorin Crpc Cpfa Email Addresses
Cfp Theresa Gorin Crpc Cpfa Phone Number
FAQ About Cfp Theresa Gorin Crpc Cpfa
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Cfp Theresa Gorin Crpc Cpfa is located at
Chesterfield, Missouri, United States -
Cfp Theresa Gorin Crpc Cpfa is a
Theresa joined Rockefeller Capital Management in 2023. Prior to Rockefeller, Theresa spent more than 23 years at Merrill Lynch. She enjoys building client relationships and travels extensively to meet with clients. Her focus is on helping clients prepare for the future by developing long-term financial strategies for retirement, estate, education and asset preservation planning. Theresa is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards. She also holds the Chartered Retirement Planning Counselor, CRPC designation awarded by the College for Financial Planning. Additionally, Theresa holds the Certified Plan Fiduciary Advisor, CPFA credential, and uses her knowledge, experience and commitment to working with retirement plans. Theresa graduated from the University of Notre Dame with a Bachelor's degree in Finance and Business Economics. She and her husband, Don, live in Town and Country, MO with their three sons. When Theresa isn’t at the office, she dedicates her time to family and enjoys travelling. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Second Disclosure: The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo. Rockefeller Capital Management -
Cfp Theresa Gorin Crpc Cpfa currently works in the
Rockefeller Capital Management -
Cfp Theresa Gorin Crpc Cpfa specializes in
Theresa joined Rockefeller Capital Management in 2023. Prior to Rockefeller, Theresa spent more than 23 years at Merrill Lynch. She enjoys building client relationships and travels extensively to meet with clients. Her focus is on helping clients prepare for the future by developing long-term financial strategies for retirement, estate, education and asset preservation planning. Theresa is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards. She also holds the Chartered Retirement Planning Counselor, CRPC designation awarded by the College for Financial Planning. Additionally, Theresa holds the Certified Plan Fiduciary Advisor, CPFA credential, and uses her knowledge, experience and commitment to working with retirement plans. Theresa graduated from the University of Notre Dame with a Bachelor's degree in Finance and Business Economics. She and her husband, Don, live in Town and Country, MO with their three sons. When Theresa isn’t at the office, she dedicates her time to family and enjoys travelling. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. Second Disclosure: The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo. -
Cfp Theresa Gorin Crpc Cpfa speaks the following languages:
No languages available. -
Cfp Theresa Gorin Crpc Cpfa has prior experience in the following industries:
Merrill Lynch Wealth Management -
Cfp Theresa Gorin Crpc Cpfa has the following professional experience:
Rockefeller Capital Management , Merrill Lynch Wealth Management . -
You can view Cfp Theresa Gorin Crpc Cpfa’s
LinkedIn profile at LinkedIn URL. -
Cfp Theresa Gorin Crpc Cpfa’s work email addresses are
[email protected]. -
Cfp Theresa Gorin Crpc Cpfa works at
Rockefeller Capital Management
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