The purpose of this site is to help university faculty and staff better understand and take advantage of the numerous university-related retirement planning and wealth management opportunities available, all from a Certified Financial Planners point of view.
General Information |
Year Established: | 2000 |
Office Hours |
Monday | 08:00 AM - 05:00 PM | |
Tuesday | 08:00 AM - 05:00 PM | |
Wednesday | 08:00 AM - 05:00 PM | |
Thursday | 08:00 AM - 05:00 PM | |
Friday | 08:00 AM - 05:00 PM | |
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* Advisor information is provided in partnership with Yext |