JB
Jessica Barton Lusakueno
Director Of Investments at Pandowealth.
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Work Experience
Director Of Investments
Nov 2021 - Present · 3 years and 1 months
Hoerner Planning Group
Director Of Investments
Sep 2012 - Dec 2020 · 8 years and 3 months
JPMorgan Private Bank
Investment Advisor
Aug 2010 - Aug 2012 · 2 years
Company Details
11-50 Employees
Our services include Personal & Business CFO (Financial Planning, Investment Management, Tax Prep) and Business Retirement Plans (401ks, Profit Sharing, + Pensions). We are fee-only, fiduciaries always putting our clients' needs first. No products for sale. No referral fees. Just honest, objective advice!
Website
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1227 N Peachtree Pkwy
Suite 216
Peachtree City, Georgia 30269, US
Keywords
Retirement Plans401(k)solo 401(k)Profit Sharing PlansCash Balance PensioTax Prep & Planning
Contact Details
- Email AddressJ**@pandowealth.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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