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Peter E. Preovolos
President/CEO at PenChecks, Inc.
Peter E. Preovolos is a seasoned retirement expert with 30+ years of experience in consulting, planning, and advising on ERISA, 401k, and defined benefit plans, serving as President/CEO of PenChecks and Alpha & Omega Financial Management Consultants.
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Location
La Mesa, California, United States, US
Skills
- Retirement Plan Consulting
- 401k
- Erisa
- Defined Benefit
- Retirement Planning
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Bio
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Topline AI
Peter E. Preovolos is a seasoned executive with 30 years of experience driving growth and profitability in the benefit consulting and investing advisory sectors. As President and CEO of PenChecks, Inc., he has led the company since 1994, leveraging its proprietary technology and expertise to deliver outsourced benefit distribution services, Missing Participant/Default IRAs, and Un-Cashed Distribution Checks to clients nationwide. Prior to PenChecks, Preovolos served as President and Chairman of Alpha & Omega Financial Management Consultants, Inc., a regional benefit consulting and investing advisory firm he co-founded in 1975.
Experience
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PenChecks, Inc.
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La Mesa, CA
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President/CEO
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1994 - Present
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La Mesa, CA
PenChecks is the largest and most experienced provider of outsourced Benefit Distribution services, Missing Participant/Default IRAs and Un-Cashed Distribution Checks. Our extensive experience, dedicated staff, proprietary technology and expertise, saves our clients valuable time, reduces their risk and increases profits immediately
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President and Chairman
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1975 - Present
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La Mesa, CA
Alpha & Omega, the premier regional benefit consulting and investing advisory firm headquartered in La Mesa, CA, since 1975
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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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