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Raymond J. Shreder, CWM® MFP®, Personal WealthCare Advocate
Categories: Retirement
Year established: 1985
Date updated: June 7, 2023
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Raymond J. Shreder, CWM®, MFP®
Personal WealthCare Advocate

In my capacity as a Personal WealthCare Advocate, I help you make the correct financial decisions necessary to achieve, enhance, and protect your desired retirement lifestyle -
all at no charge.

Instead, I ask that you make a voluntary charitable donation in any amount to Save a Yorkie Rescue, which is where I adopted Sir Oliver Quinn, my lovable Yorkshire Terrier, or to your favorite animal shelter or rescue organization.

My Personal Retirement Advocacy includes:

• Financial Decision Guidance
You will obtain help in making your critical retirement decisions correctly

• Educational Product Reviews, Evaluations & Second Opinions
You will know if your current or planned financial products are appropriate

• Financial Professional Evaluations
You will know if your current or potential financial professional is qualified   

• Conference Calls with Existing Financial Professionals
You'll have a better understanding of any recommendations discussed during phone calls with your current or potential financial professionals 

Subject areas include:

Annuities • Insurance • Investments • Medicare • Retirement Accounts • Social Security • Taxes

With my decision support, personalized guidance, and holistic oversight, you will enjoy peace of mind knowing that you are not alone in making the critical financial decisions that will ultimately determine your retirement lifestyle.

Personal Retirement Advocacy consultations are available in person wherever possible or by phone or video call.

To schedule a complimentary informational call with Ray, click on the Phone icon below:
 

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I currently hold or have held the following:

Credentials - Licenses - Designations
CWM® Chartered Wealth Manager® / GAFM Global Academy of Finance and Management
MFP® Master Financial Planner® / GAFM Global Academy of Finance and Management
Certified National Social Security Advisor (NSSA®) / National Social Security Advisors
Certified Retirement Counselor® (CRC®) / Texas Tech University's International Foundation for Retirement Education
Accredited Investment Fiduciary® (AIF®) / University of Pittsburgh's Center for Fiduciary Studies - fi360
Registered Financial Consultant® (RFC®) / International Association of Registered Financial Consultants
Quantum Portfolio Manager / Prudential Bach Securities
General Securities Representative (Series 7)
National Commodity Futures (Series 3)
Futures Managed Funds (Series 31)
Variable Life, Health, and Annuity
Certified Crowdfunding Professional (CCFP) / Crowdfunding College
Investment Advisor Representative (Series 65)
Registered Investment Advisor (Series 63)
Life & Health Insurance
Senior Market Advisors Advisory Board
Paladin Registry 5-Star Rated Honor Roll Advisor
National Ethics Bureau
National Association of Investment Professionals
Association for Integrative Financial and Life Planning
Americans for Secure Retirement

Education
Tax Course / H&R Block®
An Introduction to American Law / University of Pennsylvania
Bachelor of Arts Psychology / State University of New York at Geneseo

Employment
VP – Private Client Manager / Wells Fargo PCS
VP – Financial Consultant / A.G. Edwards
VP – Financial Advisor / Smith Barney
Associate VP Financial Advisor / Prudential Bache
SICG LLC RIA / Founder
Co-Founder CEO of The WealthCare Group Inc.
Founder CEO of The WealthCare Center LLC DBA WealthCare Connect

Other
Financial Columnist / Las Vegas Sun
Co-Host "An Evening with Louis Rukeyser"
Co-Host Las Vegas Investment and Financial Expo (LIFExpo)

 

- Linq Profile -
 

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Information
Category:
Retirement
Founder(s):
Raymond J. Shreder
Founded:
1985
Business Size:
Small(1-10)
Tags:
Personal WealthCare Advocate, Retirement
Fast Contact
Location:
Online
Work Hours:
By Appointment
Email::
RayShreder@WealthCareConnect.com
Phone:
(941) 882-0811