Member Profile
Jacob Gunter
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Modesto Money Makers |
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Thorson Financial Estate Management 1101 Standiford Ave Suite C-2 Modesto, CA 95350 (209) 5220250 Website |
| Business and Company Details:
Financial Advisor at Thorson Financial Estate Management, Inc. I work with another Financial Advisor, Tom, and together we have over 50 years of experience in the financial services industry. Services we offer include: Portfolio Management - based on your objectives, time frame, and risk tolerance Retirement Income and Tax Strategies - Income needs and Social Security timing Estate Planning - (in association with an Attorney) Behavioral Counseling (related to financial matters) - make sure your goals align with your values Insurance (Life, Long Term Care) and more. |
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| My education, training and business experience
I have completed the Series 6 exam: the Investment Company and Variable Contracts Products Representative Qualification, The Series 7 exam: FINRA General Securities Representative Qualification, the Series 63 exam: NASAA Uniform Securities Agent State Law, and the Series 65 exam: NASAA Uniform Investment Advisor Law. I have also earned the LUTCF (Life Underwriter Training Council Fellow), FSS® (Financial Services Specialist), BFA™ (Behavioral Financial Advisor) and ChFC® (Chartered Financial Consultant) designations. |
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| When I m not working, I enjoy . I enjoy spending time with my family, outdoor activities, cycling, house projects, and gardening. I am also a Lego fan. |
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| Some of the Clubs, Associations and Volunteer activities that I participate in are
We put on workshops throughout the year at Junior Colleges and Libraries around the Central Valley, through a non-profit affiliation, on topics such as Social Security and Medicare, as well as Estate Planning Basics. I am active in my church and help out with the youth group when my kids aren't too embarrassed by me being there. |
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| Gold Star Information Year Joined: 2024 |
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