Drew Mccurdy
Advisor at Aspen Creek Financial and Insurance Services LLC | Greater Sacramento
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Drew McCurdy serves as the Field Vice President at Aspen Creek Financial and Insurance Services LLC, where he plays a pivotal role in shaping the financial futures of countless families across the nation. With a mission to restore prosperity to American households, Drew leverages his expertise in marketing and financial strategies to empower clients in navigating the complexities of wealth management. His current role encompasses not only national recruitment but also field training, where he mentors aspiring financial professionals and equips them with a comprehensive blueprint for success.
At Aspen Creek, Drew is deeply committed to fostering thoughtful client relationships, understanding that each family's financial journey is unique. He emphasizes an educational approach that demystifies the myriad of retirement options available, guiding clients through critical decisions regarding 403(b) plans, IRAs, and indexed annuities. By employing a consultative process, Drew ensures that clients feel confident and informed about their financial choices, ultimately leading to more secure and prosperous futures.
Drew's skill set is diverse, encompassing customer service, sales, team building, and leadership, all of which are essential in cultivating a supportive environment for both clients and team members. His time management abilities allow him to balance multiple key projects, ensuring that every client receives the attention and expertise they deserve. As a dedicated professional in the financial services industry, Drew McCurdy continues to make a significant impact, helping families create and manage wealth in today’s economy while fostering a culture of trust and collaboration at Aspen Creek Financial.
Advisor at Aspen Creek Financial and Insurance Services LLC in January 2018 to Present
Wealth Manager at Desert Rose Capital Management in June 2023 to Present
Field Vice President at Appreciation Financial in April 2017 to January 2018
National Sales Manager at Transamerica Financial Solutions in February 2016 to January 2018
Senior Financial Specialist at WealthWave in January 2016 to January 2018
Operations Manager at ITS Technologies & Logistics in March 2006 to January 2016
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Customer Service
Sales
Team Building
Time Management
Marketing
Retirement Planning
Life Insurance
Customer Relationship Management (CRM)
403 b
Roth IRA
IRA
Indexed Annuities
Leadership
Management
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Discover more about Aspen Creek Financial and Insurance Services LLCWhat is Drew Mccurdy email address?
Email Drew Mccurdy at [email protected] and [email protected]. This email is the most updated Drew Mccurdy email found in 2026.
What is Drew Mccurdy phone number?
Drew Mccurdy phone number is +12104542904 and +12095700441.
How to contact Drew Mccurdy?
To contact Drew Mccurdy send an email to [email protected] or [email protected]. If you want to call Drew Mccurdy try calling on +12104542904 and +12095700441. (updated on October 30, 2024)
What company does Drew Mccurdy work for?
Drew Mccurdy works for Aspen Creek Financial and Insurance Services LLC
What is Drew Mccurdy's role at Aspen Creek Financial and Insurance Services LLC?
Drew Mccurdy is Advisor
What industry does Drew Mccurdy work in?
Drew Mccurdy works in the Financial Services industry.
Drew Mccurdy Email Addresses
Drew Mccurdy Phone Numbers
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