Al Penry, CRFA's Profile and Contact Information
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
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