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Anessa Custovic
Chief Investment Officer at Cardinal Retirement Planning,
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Work Experience
Jun 2018 - Present · 6 years and 6 months
Chief Investment Officer
Mar 2022 - Present · 2 years and 9 months
Quantitative Research Analyst
Jun 2018 - Mar 2022 · 3 years and 9 months
Teaching Assistant
Aug 2015 - Jun 2020 · 4 years and 10 months
Company Details
CRP provides financial planning, consulting, and investment advisory services. As a registered investment advisor CRP works within the fiduciary standard of care specializing in advising retirees & pre-retirees, their families, and businesses. As a small business we provide personalized service with a team of economists, Certified Financial Planner™ professionals, and other specialists. By focusing on the retiree and pre-retiree market, we have experience with all types of investment accounts (e.g. 401(k), 457, SEP-IRA, Roth IRA, and more), trusts (ILIT, IDGT, RLT, and more), and intergenerational wealth transfers & tax planning. CRP fully implements retirement income plans that incorporate legal and tax guidance in a tax-efficient manner to help clients retire with confidence.
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
Durham, North Carolina 27707, US
Keywords
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