529 Plan Speakers

Q: Can anyone recommend someone to present 529 Plan to our employees? I've tried Fidelity, but they're not interested (even though we have our 401(k) Plan through them. Thank you.

A: We received five recommendations:

1. Daniel O. Barsnica 
Financial Advisor 
at Ameriprise Financial 
(858) 795-2320 daniel.o.barsnica@ampf.com.
2. 
Brian Clark of Western Financial Planning Corporation at (949) 350-7857.
3. 
Deana Carter 858-756-1566 or dcarter@carterfinancial.biz.
4. Jason Smith 
VP Retirement Plans 
Intercare Insurance Solutions (858) 373-6935.
5. Steve Krogh (760) 438-9772.