Candidate List
Richard Victor, CFP®
Candidate9555 E Raintree Dr. Suite 1022
Scottsdale, AZ 85260
480 273-0034
Mr. Victor is a Certified Financial Planner™ practicioner, former stockbroker with Charles Schwab & Co., and author of “The Ultimate Guide to Online Investing”. He is a community education instructor for Scottsdale and Mesa Community Colleges, and conducts 401k employee enrollment presentations nationwide on behalf of various financial institutions.
Help for the 401(k)lueless, 2nd edition is a training program for retirement plan paricipants. This program teaches employees exactly how to invest for retirement with the help of a series of freely available Internet tools and calculators, with step-by-step and click-by-click instruction. Participants learn how to set a retirement goal, how to create the most efficient risk/reward portfolio possible, how to evaluate mutual funds and find the best investments, and how to monitor and measure progress.
“I try to attend two seminars a month on the subject of investing and this seminar had by far the most practical information of any.” — Thomas DeAngelis, Scottsdale, AZ
Areas of Expertise:
Finance/Investments
Internet
rvictor - Updated: August 11, 2011
