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Charlene Sukhram
Director Of Recordkeeping Services at Findec
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Work Experience
Director Of Recordkeeping Services
Oct 2018 - Present · 6 years and 3 months
Company Details
11-50 Employees
FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of our multiple locations. Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We’ve come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. Our business philosophy is guided by six core values embodied in the acronym "Findec". Family values Integrity New Ideas Determination Education Community Disclosures: https://findec.com/standard-disclosures/
Year Founded
1987
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1776 W March Ln 190 Stockton, California 95207, US
Keywords
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