Rod Crews

Rod Crews

Registered Representative

Followers of Rod Crews243 followers
location of Rod CrewsSan Diego County, California, United States

Connect with Rod Crews to Send Message

Connect

Connect with Rod Crews to Send Message

Connect
  • Timeline

  • About me

    Helping Professionals & Businesses Become Organized to Make Wise Financial Decisions Now and In The Future

  • Education

    • The American College

      2009 - 2009
      LUTCF Life Underwriter Training Council Fellow
    • San Diego State University-California State University

      1988 - 1992
      Bachlor of Science in Business Marketing
  • Experience

    • Northwestern Mutual

      Nov 1995 - Nov 2006
      Registered Representative
    • WestPac Wealth Partners - Wealth Strategy Partners

      Nov 2006 - now
      Financial Advisor, LUTCF

      The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License # 0B48249Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show less

  • Licenses & Certifications

    • California Long-Term Care Certification

      WebCE
      Jan 2009
    • LUTCF

      The American College
      Jan 2009
    • California Annuity Training Certification

      WebCE
      Jan 2008
    • Senior Market Sales Ethics Certification

      WebCE
      Jan 2008