Talk to sales Try for Free
Ethan Pace, CMFC®, CFP®

Ethan pace, cmfc®, cfp®

bookmark on deepenrich
location of Ethan Pace, CMFC®, CFP®The Retirement Planning Group
Phone number of Ethan Pace, CMFC®, CFP®View Mobile No.

  • Timeline

  • About me

    Senior Wealth Manager at The Retirement Planning Group

  • Education

    • Missouri state university

      2009 - 2013
      Bachelor of science economics

      Activities and Societies: Alpha Kappa Lambda, Interfraternity Council

  • Experience

    • Texas roadhouse

      May 2008 - Dec 2011
      Head line cook - point

      Developed thorough communication skills through teamwork with managers, servers and other cooks.Learned to prioritize multiple tasks based on their level of severity and pertinence to the entire restaurant and its guests.

    • Acellus

      May 2012 - Aug 2012
      Online curriculum construction and implementation internship

      Aided professors in the implementation of new courses to the Acellus Online Course System. The Acellus Online Course System uses the students weaknesses to tailor the coursework for each individual student.

    • American century investments

      May 2013 - Jan 2018
      Wealth management consultant

      Provided wealth management solutions to financial advisor clients in the San Francisco Bay Area. Utilized in-depth fund analysis and research tools to strategically leverage and differentiate our product offerings.

    • Northwestern mutual

      Jan 2018 - Oct 2018
      Financial advisor

    • The retirement planning group

      Oct 2018 - now
      Senior wealth manager

  • Licenses & Certifications

    • Cmfc® - chartered mutual fund counselor

      College for financial planning
      May 2015

    • Series 65 - uniform investment advisor law

      Finra
      Jan 2019

    • Fai® - fundamentals of alternative investments

      Caia association
      Jan 2015

    • Series 7 - general securities representative

      Finra
      Dec 2016

    • Series 63

      Finra
      Jun 2013

    • Certified financial planner (cfp)

      Cfp board
      Dec 2021

    • Series 6 - investment company products

      Finra
      Jun 2013

  • Honors & Awards

    • Awarded to Ethan Pace, CMFC®, CFP®
      Retail Sales Leader, 2014 - Wells Fargo Advisors -
    • Awarded to Ethan Pace, CMFC®, CFP®
      Retail Sales Leader, 2015 - Wells Fargo Advisors -
    • Awarded to Ethan Pace, CMFC®, CFP®
      Retail Sales Leader, 2016 - Wells Fargo Advisors -

  • Volunteer Experience

    • Basketball Coach

      Issued by St. Elizabeth's Athletics on Oct 2015
      St. Elizabeth's AthleticsAssociated with Ethan Pace, CMFC®, CFP®