Ethan Pace, CMFC®, CFP®

Senior Wealth Manager at The Retirement Planning Group
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2021
    - Nov, 2024
  • Series 65 - Uniform Investment Advisor Law
    FINRA (Financial Industry Regulatory Authority)
    Jan, 2019
    - Nov, 2024
  • Series 7 - General Securities Representative
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2016
    - Nov, 2024
  • CMFC® - Chartered Mutual Fund Counselor
    College for Financial Planning
    May, 2015
    - Nov, 2024
  • FAI® - Fundamentals of Alternative Investments
    CAIA Association
    Jan, 2015
    - Nov, 2024
  • Series 6 - Investment Company Products
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2013
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2013
    - Nov, 2024

Experience

  • The Retirement Planning Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Manager
      • Oct 2018 - Present

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2018 - Oct 2018

  • American Century Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Consultant
      • May 2013 - Jan 2018

      Provided wealth management solutions tp financial advisor clients in the San Francisco Bay Area. Utilized in-depth fund analysis and research tools to strategically leverage and differentiate our product offerings. Provided wealth management solutions tp financial advisor clients in the San Francisco Bay Area. Utilized in-depth fund analysis and research tools to strategically leverage and differentiate our product offerings.

  • Acellus
    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Online Curriculum Construction and Implementation Internship
      • May 2012 - Aug 2012

      Aided professors in the implementation of new courses to the Acellus Online Course System. The Acellus Online Course System uses the students weaknesses to tailor the coursework for each individual student. Aided professors in the implementation of new courses to the Acellus Online Course System. The Acellus Online Course System uses the students weaknesses to tailor the coursework for each individual student.

  • Texas Roadhouse
    • United States
    • Restaurants
    • 700 & Above Employee
    • Head Line Cook - Point
      • May 2008 - Dec 2011

      Developed thorough communication skills through teamwork with managers, servers and other cooks. Learned to prioritize multiple tasks based on their level of severity and pertinence to the entire restaurant and its guests. Developed thorough communication skills through teamwork with managers, servers and other cooks. Learned to prioritize multiple tasks based on their level of severity and pertinence to the entire restaurant and its guests.

Education

  • Missouri State University
    Bachelor of Science, Economics
    2009 - 2013

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