RetirementDNA
金融服务
Escondido,California 161 位关注者
Welcome to RetirementDNA: The building blocks of financial well-being.
关于我们
RetirementDNA provides comprehensive retirement plan financial advisory services, employee financial wellness educations services, and private wealth management. For over 10 years, RetirementDNA has served as the Premier Supplier of investment and retirement plans to members of Biocom California, the worlds largest life science association. www.biocom.org. Headquartered in the leading U.S. biotech center, San Diego, California, RetirementDNA is uniquely qualified to meet the specialized needs of start-up, private and growing, and public companies that demand flexibility in their retirement and compensation programs. RetirementDNA delivers process-driven solutions through a collaborative platform of best-of-breed services including: Company sponsored retirement programs Executive benefits and deferred compensation Employee Financial Wellness Education Personal Wealth Management Services https://retirementdna.digitalstoryteller.io/disclosures/
- 网站
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https://retirementdna.digitalstoryteller.io/disclosures/
RetirementDNA的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Escondido,California
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Retirement plans、401k、executive benefits、deferred compensation和financial education
地点
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主要
533 S Vinewood St
US,California,Escondido,92131
RetirementDNA员工
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Michael McDaid, CFP?
Managing Director | Wealth Manager | CERTIFIED FINANCIAL PLANNER?
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Melissa Marin, AIF? CPFA?
401(k)/403(b) Consultant, In(k)lusion Advocate, Financial Wellness Champion
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Daniel Dubois
Managing Partner at RetirementDNA, LLC
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Tia Duraj
Client Relations Manager at RetirementDNA