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David Jockisch

Retirement Plan Consultant at Pontiac Retirement Planning
Intro Book
David Jockisch is a seasoned retirement expert with 48 years of experience, holding various leadership roles, including Regional Vice President of Sales and Marketing, and is a skilled financial planner with expertise in 401k and pension administration.
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Location
Thousand Oaks, California, United States, US
Skills
  • 401k
  • Retirement
  • Retirement Planning
  • Retirement Plan Consulting
  • Financial Planning
  • Show all
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Bio

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David Jockisch is a seasoned retirement expert with a storied career spanning over three decades. As a Retirement Plan Consultant at Pontiac Retirement Planning, he provides tailored solutions to clients seeking to optimize their 401k and pension plans. With a background in Pension Administration from the American Retirement Association, David has also held leadership positions at The Ryding Company and Liden, Nestle, Soled & Associates, Inc., where he drove sales and marketing efforts. Throughout his tenure, David has honed his expertise in financial planning, wealth management, and defined benefit plans. He has also performed magic for special functions and events, leveraging his creativity to captivate audiences. Currently, he serves as a Board Member at Conejo Valley Archers, utilizing his diverse skill set to drive community engagement. David holds a degree in Pension Administration from California State University-Northridge and has been a Regional Vice President of Sales and Marketing at The Ryding Company and Liden, Nestle, Soled & Associates, Inc. His extensive experience and education have equipped him to provide expert guidance to clients seeking to navigate the complexities of retirement planning.

Experience

Education

  • American Retirement Association
    QKA, Pension Adminstration
  • California State University-Northridge
  • Oxnard High School

Suggested Services

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Industry Focus. “Financial Services”

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