Profiel
Ms. Amy L.
Boggeman is a Wealth Manager at Ken Stern & Associates, Inc. She is a Wealth Manager at Asset Planning Solutions, Inc and has been with the firm since 2007.
She works closely with individuals, business owners and medical professionals to create their pre/post retirement plans and build their legacy.
In addition to her advisory role at the firm, she works closely with management to develop business initiatives, client appreciation, outbound marketing and is the editor for the SternWord, KS&A’s weekly economic review and update.
She completed her Bachelor of Arts degree in Economics at San Diego State University.
Eerdere bekende functies van Amy Lyn Boggeman
| Bedrijven | Functie | Einde |
|---|---|---|
Ken Stern & Associates, Inc.
 Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Portefeuillebeheerder-Aandelen | 15-02-2018 |
Opleiding van Amy Lyn Boggeman
| San Diego State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Ken Stern & Associates, Inc.
Ken Stern & Associates, Inc. Investment ManagersFinance Ken Stern & Associates, Inc. provides investment advice. The company is based in San Diego, CA. The company was founded in 1998 by Kenneth Aaron Stern. Ken Stern & Associates was acquired by Lido Advisors LLC on January 22, 2019. | Finance |
