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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Welcome to Pinnacle Retirement Solutions - we are retirement planning and insurance professionals located in Cary, NC and serve the greater Triangle area. We are dedicated to helping you achieve your retirement goals and offer the following services: Retirement Income Planning, Insurance Services, Estate Planning, and IRA Distribution Planning.
Mark Courtemanche, President of Pinnacle Retirement Solutions, is a 2nd generation advisor with over 29 years of experience spanning insurance, brokerage and retirement planning. He holds a BS Degree in Finance from Bryant University in Rhode Island where...
Michael Absher (CRD# 2756872) is an Investment Advisor Representative working at Absher Wealth Management, LLC in Chapel Hill, NC and has over 27 years of experience in the finance industry.
Ralph Aiello (CRD# 4161901) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Cary, NC and has over 23 years of experience in the finance industry.
Jannine Allex (CRD# 3215428) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 19 years of experience in the finance industry.
Joshua Almond (CRD# 6783693) is an Investment Advisor Representative working at Edward Jones in Apex, NC and has over 6 years of experience in the finance industry.
Nahed Alsous (CRD# 4662887) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 20 years of experience in the finance industry.
Serene Alsous (CRD# 6488115) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 6 years of experience in the finance industry.
Douglas Amis (CRD# 6022170) is an Investment Advisor Representative working at Gradient Investments, LLC in Durham, NC and has over 12 years of experience in the finance industry. Douglas Amis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Anderson (CRD# 7009621) is an Investment Advisor Representative working at Verity Asset Management in Durham, NC and has over 5 years of experience in the finance industry.
Everett Anderson (CRD# 5249960) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chapel Hill, NC and has over 15 years of experience in the finance industry.