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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 01, 2005 at 02:00 AM
Everest Financial & Settlement Consulting, LLC
1716 Cherry Avenue, Suite 100 o Easton, Pennsylvania 18040-2154
610-559-7696
Year Practice Began: 2002
Years of financial planning experience: 22
Years of settlement consulting experience: 14
Clients: Primarily recipients of personal injury settlements
Compensation: Fees and commissions
Designations/licenses: CFP; certified structured settlement consultant; NASD Series 6, 7, and 63 licenses; life and health insurance licenses in several states
Broker/dealer affiliation: ProEquities, Inc.
Education: BS in business administration and finance, Bloomsburg University, Pennsylvania
Previous incarnations: Registered rep, First Investors Corp.; liability claims adjuster, Liberty Mutual Insurance; litigation claims manager, Alexsis Risk Services; liability claims supervisor, Supermarkets General Corp.; senior litigation claims examiner, Continental Insurance Co.; assistant VP, Galaher Settlements
Outside interests: sports–particularly baseball, racquetball, and skiing; coaches sons in baseball, soccer, and wrestling
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