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Dwight Twillman
Principal & Senior Wealth Manager at The Retirement Planning
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Work Experience
Principal & Senior Wealth Manager
2014 - Present · 10 years and 11 months
Vice President
2013 - 2014 · 1 years
Kornitzer Capital Management
Institutional Sales Consultant
2001 - 2013 · 12 years
Company Details
51-200 Employees
We have been helping individuals and families plan for over 20 years. Over 2,000 families trust us to guide them toward their ideal financial future. (as of 01/31/24) We’re redefining what retirement means for you and your family so that you can do more than just retire. In addition, we will implement investment recommendations and regular monitoring to help you achieve your plan.
Year Founded
2004
Social Media
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Industry
Financial Services, Publishing: Newspapers and magazines, Printing and publishing, Paper, Printing, Publishing, Publishers of financial newspapers, Banking services, Financial and insurance services, Business Services, Financial planning consultants, Services to businesses
HQ Location
4811 W 136th St Leawood, Kansas, US
Keywords
Retirement Planning and Wealth Managementwealth managementlife insurancesecurity analysissupport estatemanagement certifiedplanning wealth managementplanning portfolio managementwealth management strategiessupport estate planning
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Contact Details
  • Email AddressD**@planningretirements.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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