Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carina? Claim Your ProfileCarina Gascon is an investment advisor representative with NFP Retirement Inc. Carina has been with NFP Retirement Inc. since October 2019 and is registered in California as an Investment Advisor Representative. Carina is also a Series 65 holder. Carina's professional background includes previous positions at Chapman University and Ronnegymnasiet. NFP Retirement Inc. is a firm based in Aliso Viejo, California, with approximately 131 Investment Advisor Representatives, and manages approximately $96 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/25/2024 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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