Al Penry, CRFA's Profile and Contact Information
Profile
With today's retiree experiencing not only a longer retirement, but a healthier, more active retirement, the need to manage income as well as accumulate assets for retirement is critical. That's where Al Penry's assistance can be invaluable. He heads a full-service financial company that specializes in retirement plans, pension plans, employee benefits, individuals, retirees, business owners, professionals and other clients seeking to create and maintain a secure retirement. Al's ability to help his clients derives from extensive experience and education. A financial professional since 1982, he has acquired the kind of in-depth knowledge that can only come from almost 30 years of experience assisting individuals, employees, and employers with their financial concerns. His education encompasses a bachelor’s degree from California State University and the industry designation of Certified Retirement Financial Adviser (CRFA). Earning that designation required coursework in a broad range of subjects, including taxation issues, long-term care planning, retirement distribution planning, 1035 exchanges, appropriate use of trusts.
 Corporate Benefit Systems Investment Website
Insurance solicitations are intended for residents of the states of California ONLY. This website is not intended solicitation in any other state.
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