Carl F. Vincent and Associates

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Brad Walkoviak

Brad Walkoviak

MSF

Associate Financial Advisor

Chief Operating Officer of Carl F. Vincent and Associates
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Team

Nesrin Kartaltepe

Nesrin Kartaltepe

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFA
  • CFP
  • MBA - Finance
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Lindsey Densing

Lindsey Densing

Paraplanner,

Financial Planning Analyst

Qualifications

  • BA Economics - The University of Texas at Austin
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Ramona Moreno

Ramona Moreno

Operations Manager,

Financial Planning Specialist

Qualifications

  • BBA Finance
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