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Mel Bannon, Clu, Chfc, Rfc, Cbec
Private Wealth Advisor - Sagemark Con... at Lincoln Financial Advisors
Seasoned financial planner with 33 years of experience in insurance, wealth management, and financial planning.
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Location
Westlake Village, California, United ...
Skills
- Insurance
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Securities
- Show all
Bio
Generated by
Topline AI
Mel Bannon is a seasoned financial professional with 33 years of experience in insurance, wealth management, and financial planning. He holds designations from the American College and has worked as a Private Wealth Advisor and Partner at various firms. Mel has also coached baseball at Moorpark College and Camarillo High School, and played professionally for the Minnesota Twins organization.
Experience
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Private Wealth Advisor - Sagemark Consulting Private Wealth Services
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1991 - Present
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Partner
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1972 - Present
Wealth Planning Consultant for Financial, Estate & Business Planning.We assist families with building a plan for protecting, preserving and managing family wealth through multiple generations.
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Asst.Baseball Coach
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1990 - 2005
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Asst. Baseball Coach
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1980 - 1990
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Professional Baseball Player
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1970 - 1972
Professional baseball player with Minnesota Twins organization
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Education
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American College
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Santa Clara University
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University of Southern California - School of Financial Planning
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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