Your Retirement, My Commitment
At WealthForge Financial, I focus on clear guidance and tailored strategies to protect your future without any sales pressure. As a broker, I have access to the entire marketplace of carriers and products to best suit your goals.
Qualifications and Accomplishments
Degree: Bachelor's of Science (BS) Economics from the University of Kansas
Previous Securities Registrations: Series 6 (Variable products and mutual funds), 7 (Equities and bonds), & 24 (Supervisory Principal)
20+ Years in the finance industry
10+ Years in financial services and retirement
Notable accomplishment: Obtaining the title of Vice President during my 11 year tenure with Wells Fargo working on project management, governance, and Enterprise policy management.
Seth at WealthForge helped me feel secure about my retirement plans.
J. Lee
★★★★★