Nguyen Tran has worked in financial services since 2004. To better service his clients, he started Win Wealth Solutions in 2016 as an independent financial planning firm that partnered up with some of the best firms and solutions providers across multiple industries.

Backstory: Nguyen and his family fled Vietnam when he was a baby. His family spent 2 years in a Philippine refugee camp before making their way to America. Like most immigrants, Nguyen's parents hoped for a better life for their children. His father was an orphan at around 12 years old after witnessing the violent death of his mother, while his father died 10 years before; due to an illness. Perhaps, with better health care, they would still be alive. As a first-generation immigrant, he hopes to hear your story, hopes and dreams. His purpose is to help find a better solution to your situation. Life can change on a dime; he will provide that ear to listen, and help you show off your resiliency to adapt to those changes. His willingness to utilize technological innovations will help deliver a unique blend of expertise and care to you, your family, and your community. He will seek out learning, so he can provide you with a more effective solution.

Nguyen was raised in Modesto, California with his three brothers and one sister. Growing up with an autistic brother taught him patience, fortitude, and perseverance. He attended Calpoly Pomona, majoring in Finance and Marketing. He lived in Newport Beach after college until getting engaged and moving to Los Angeles in 2018. He now resides in the Hancock Park area of Los Angeles with his wife and 2 kids. He values having an active lifestyle, running, biking, and beach flag football leagues. He has ran marathons and completed several bike races. He enjoys tinkering with the latest computer & AV tech, power tools, and gardening.

Bob began his career in Financial Services in 1979, after spending over 7 years as a

College Financial Aid Administrator. With a bird’s eye view of the financial

circumstances of a cross-section of the population, it was an easy transition in engaging

prospects in discussing their financial needs. Being a graduate of UNC Chapel Hill, with

a Degree in Math Education, and teaching math for 5 years (part-time)  at the local community college,

the "educator" basics have endured in making the financial arena aware of the instruments, strategies, and individual

applications available.  Bob has conducted agenttraining within the insurance industry

for decades. His Graduate Degree in Guidance &Counseling provides a unique background

in fostering his genuine financial counseling approach, opposed to “selling” financial services.

Bob has more than 4 decades in assisting thousands of clients. He lives in Charlotte,

with his wife Beth. He has 2 children—one an attorney, and the other who also

provides financial services—and four grandchildren. Bob stays abreast of changes in

the financial services industry, and maintains an affiliation with the top carriers, allowing

him to find the best values available for his loyal clientele. That’s why they stick with

him—honesty, objectivity, maintaining personal contact, and providing first-class service

for the best interests of his valued clients!

Email: bob@benchmarkigroup.com

Address: 2401 Sardis Roah North, Suite 110 Charlotte, NC 28227

Phone: (Office) (704) 527-3993 (Cell) (704) 641-2510

Fax: (704) 527-7371

Jim Altebrando

Financial Consultant

About Me

I focus on Retirement & Estate Planning strategies, Pension Tax guidance & Wealth Management for the individual as well as the closely held business owner.

As a former business owner for 26 years, I understand the challenges that closely held owners and their employees are faced with. When working with clients, I incorporate my personal (business owner) experience along with the knowledge I have as a financial consultant to provide exceptional results and add value as a trusted financial professional.

I can provide guidance and support to individuals and business owners, whether it’s by designing and implementing qualified retirement plans, helping to maximize wealth through professionally managed portfolios or protecting each entity/individual through the use of life insurance and long-term disability insurance.

My team and I are dedicated to helping our clients articulate and realize their goals by providing the financial confidence that comes with a well formulated financial plan.

Services Include:

Retirement and Pension Planning

Tax Strategies to Help Individuals & Business Owners

Employee and Executive Benefits

Succession Planning

Estate Planning Strategies

Investment and Asset Allocation

Life and Disability Insurance Strategies

Associations

Hope House Ministries, Board Member

Port Jefferson Lions Club, Past President & Melvin Jones Recipient

Licenses:

FINRA Series 7, 63 & 65 registrations, Life, accident and health insurance, AR Insurance License 17020552

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Sound Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-159236 (3/21) (Exp. 3/23)

After graduating from Kenyon College, Mike returned to Phoenix started his career in the financial service industry at a major life insurance company where he received training on life insurance and estate planning. Mike left the agency to form an independent life and disability income insurance brokerage company, Medical Staff Insurance Services, Inc., which focused on physicians and hospital employees. He joined Woodbury Financial in 1994 as a Regional Vice President. Mike was also active in the Phoenix Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and was elected President for 2000 – 2001. In 2011, he left corporate life and opened Paradise Valley Wealth Management, Inc. where he continues working with individuals and businesses.

Over time, Mike’s ongoing professional education has earned him several securities licenses and professional designations:

·       The Chartered Life Underwriter® (CLU®),

·       The Chartered Financial Consultant® (ChFC®),

·       The Retirement Income Certified Professional® (RICP®)

·       Certified Financial Fiduciary® (CFF®)

·       Certified Plan Fiduciary Adviser (CPFA®)

• General Securities Principal License - Series 24
• General Securities License - Series 7
• Investment Adviser Representative License - Series 65
• Life and health insurance licenses in over 20 states.

Mike enjoys working with people who appreciate:

·       A preferred service experience with a seasoned credentialed planner.

·       A highly competitive fee structure.

·       High quality investments from providers such as Vanguard, Blackrock, Schwab and Fidelity.

Read more about Mike’s points of view and details about the services he offers: www.pvwealthmanagement.com

Financial Executive ,Member NAIFA,CRPC/CFF

Professional history includes employed for and trained by three Fortune 50 companies for 20 years, 30 years in the Financial Services Industry.

Degree in Economics, Graduate certificate in Financial Planning.  

Certified Retirement Planning Consultant designation

Member of National Association of Insurance and Financial Advisors.

Presently licensed in 10 states (state license numbers below) .

Appointed with and represent the highest and most trusted companies in the Financial Services Industry.

Supplying as many references as requested.

Douglas is a certified Financial Fiduciary, National Social Security Advisor certificate holder, founder and owner of Stone Eagle Financial. He serves as the President and founding member of a small business consortium that serves the RiNo district of Denver. Douglas built his practice on the belief that all people deserve financial well-being and freedom in retirement. He believes in taking an educational approach when working with clients to inform them and to ensure he understands their needs.

Douglas works with a non profit organization called American Financial Education Alliance where he teaches comprehensive retirement planning classes in the Denver area. This is how he gives back to the community he loves.

Douglas’ passion for helping others achieve financial security was developed at a young age as he worked in his family-owned businesses. The restaurants began hosting financial workshops and it was during these workshops that he realized he had not received the financial education he needed to prepare for his own long-term financial health. Since that time he has worked tirelessly to improve the financial future for all clients he serves.

Douglas and his daughter Cassidy were both born in Colorado. In his spare time you will find him cycling, skiing, and spending time in nature whenever he has the chance.

Edward is the President & Managing Partner & founder of DEW Financial Management Group, Inc.

Edward has a Bachelor of Science degree in Mathematics from North Carolina A & T State University in Greensboro, North Carolina. Edward holds the Series 7, 9, 10, 63 & 65 registrations with IFP, in addition to Insurance Life & Annuity licenses. Edward has over a decade of experience in the financial services industry with Citi, Smith Barney, and Morgan Stanley. Before coming to the financial services industry Edward had a successful career as a software engineer.

Edward is a member of the National Association of Securities Professional, the Insured Retirement Institute, and the Financial Services Institute. He is the Past Chairman of the South Carolina State University Foundation Board, Northern Virginia Black Chamber of Commerce, and Fairfax City Chamber of Commerce and is Past President of the Association of African American Advisors.

He enjoys reading mystery and suspense books and movies, and being active with community organizations. He also enjoys golf, tennis and other team sports. He and his wife Deborah enjoy their grandchildren and they currently reside in Fairfax, Virginia.

My name is Michael Niedbala. I am married to my wonderful wife, Anna, and have three great and successful children, Brandon, Kaley and Sara. I have lived and worked in the Tampa Bay Area since 1993. I have had extensive experience in the financial industry for all of my 37 year career. From Public Accounting, to being a Chief Financial Officer, and now, for the last 22 years a Certified Financial Fiduciary®, Certified Retirement Planner®, Certified Annuity Specialist®, Certified Senior Advisor® and Independent Financial Advisor.

I really enjoy being an independent Advisor because it provides me with the opportunity to always do what’s in the best interest of you, the client, through offering conflict-free advice. I pride myself on my ability to listen to clients’ needs and goals and develop a plan that gets them where they want to go. I feel a sense of accomplishment when I know that my clients sleep well at night because we’ve set them on the right course.

My company is Insurety Retirement & Insurance Planning. Our main philosophy is SAFE MONEY & INCOME.  It is one of conservatism, innovation, and safety for our clients. We, as a company, never, do something just to make money. We educate and help folks like yourself, to make informed decisions about your financial health and only offer advice or implement programs that benefit you and improve your position.

We always try to do the right thing, so that means that if you come to us and say we really want to do so and so, and after looking at the overall plan and seeing that it really doesn't fit, we’ll tell you we really don't think it fits. This philosophy has served me well the past 24+ years I've been in this business.