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Podcast: Business Innovators Radio
Episode: Interview with Tim Dern, Retirement Income Certified Professional, and Managing Partner with Mana Financial Group Discussing Asset Allocat
Description: With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services focusing on retirement strategies.As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.But what truly sets him apart is his dedication to education. As an...