See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Kernit Seaton is a seasoned financial professional with extensive experience in retirement planning, small business, employee benefits, financial planning, estate planning, and risk management. He holds various certifications, including Life, Health & Variable Contracts and Series 6, 63, and 65 licenses.

Credentials

  • Life, Health & Variable Contracts
    California Department of Insurance
  • Series 6 | Series 63 | Series 65 |
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Prudential Advisors
    • Greater Reno Area
    • Financial Planner
      • Jan 2024 - Present
      • Greater Reno Area
    • Senior Caregiver
      • Jan 2024 - Present
      • Reno
    • Property Management Specialist
      • May 2022 - Present

    • Assisted Senior Caregiver
      • Jan 2020 - Apr 2022

  • Lincoln Financial Advisors
    • Silicon Valley California, Bay Area
    • Financial Planner
      • Feb 2014 - Jan 2020
      • Silicon Valley California, Bay Area

      Planning for businesses and individuals focused on tax advantaged planning, investment strategies, educational savings, retirement goals and estate conservation. My team and I also offer custom 401(k) plans, 403(b) selections and comprehensive benefits & healthcare for employers. Educational ...

    • Founder & Head Water Polo Coach
      • Mar 2014 - Mar 2016
      • Sunnyvale, Ca

      Boys & Girls Youth Water Polo, teaching basic skills and rules to new players up to more complex offensive & defensive schemes and situational plays sets. The Tritons water polo team hail from Silicon Valley, CA and are members of USA Water Polo Association.

  • MetLife
    • Silicon Valley, California - Bay Area
    • Financial Services Advisor
      • Nov 2011 - Feb 2014
      • Silicon Valley, California - Bay Area

      As a financial professional and an active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

  • Central Payment
    • San Mateo, Ca
    • Account Manager
      • 2008 - 2010
      • San Mateo, Ca

      Providing financial solutions for companies with brick and mortar location, virtual / online or home based business.

  • Hilltop Financial Mortgage
    • San Francisco Bay Area
    • Mortgage Consultant
      • 2004 - 2008
      • San Francisco Bay Area
  • Wells Fargo Bank
    • San Francisco Bay Area
    • Premier Client Manager
      • 1998 - 2004
      • San Francisco Bay Area

      Personally managed all high value relationships, corporate and privately owned business for the branch.

  • LA & Orange County & municipalities
    • Malibu, Ca. - Fountain Valley, Ca. - Huntington...
    • Lifeguard/EMT trained
      • May 1987 - Sep 1996
      • Malibu, Ca. - Fountain Valley, Ca. - Huntington...

      County & city pools & beaches water rescues, injuries calls, swim lessons, special events.

  • USA Water Polo
    • California, United States
    • Team Member
      • Apr 1987 - Aug 1990
      • California, United States

      Selected annually from a national tryout to represent the United States both international and domestic competition. Traveled throughout Europe and North America playing against other countries best water polo athletes and respectfully hosting all countries visiting the USA.

  • USA Swimming
    • California, United States
    • State & National Records
      • Jan 1977 - Dec 1987
      • California, United States

      Member of FAST & IHAC swim teams, 7x Southern California All Star selection, 43 Top 16 National placings, multiple state & national records, 2x Olympic time qualifier

Education

  • Pepperdine University
  • San Francisco State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles