Ted Rifkin
Financial Advisor at Mutual of Omaha | Phoenix, Arizona, United States
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Ted Rifkin is a dedicated Financial Advisor at Mutual of Omaha, where he leverages his extensive background in operations and sales to deliver comprehensive financial solutions tailored to his clients’ unique needs. Currently, Ted specializes in asset management and risk-based financial planning, providing strategic guidance on wealth accumulation, retirement planning, and risk mitigation. His expertise in 401(k) plan provision and service positions him as a trusted partner for both individual investors and corporate clients seeking to optimize their retirement strategies and ensure long-term financial security.
In his role, Ted actively collaborates with clients to develop personalized investment portfolios that align with their financial goals, risk tolerance, and time horizons. His deep understanding of the nuances of asset allocation, combined with his proficiency in financial analysis and planning, allows him to identify opportunities for growth while managing potential risks effectively. Ted’s commitment to excellence is reflected in his ability to communicate complex financial concepts clearly, empowering clients to make informed decisions.
Beyond his technical skills, Ted’s leadership and tenacious work ethic have contributed to exceeding sales targets and fostering strong client relationships. His proficiency in public speaking and social media enables him to educate and engage diverse audiences, enhancing client trust and brand reputation. As an honors college graduate with a robust history in the finance industry, Ted continuously seeks to expand his expertise, staying current with industry trends and regulatory changes to provide innovative and compliant financial advice. His dedication to ethical practice and client success makes him a valuable asset to the Mutual of Omaha team.
Financial Advisor at Mutual of Omaha in September 2020 to Present
Associate Representative at Mutual of Omaha Investor Services in September 2020 to March 2021
Financial Products and Annuity Sales at Simplicity Scottsdale in June 2019 to September 2019
Administrative Assistant at Abadie & Schill, PC in January 2015 to January 2018
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Grand Canyon University, Bachelor of Science - BS, November 2026
Fort Lewis College, November 2026
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Ableton Live
Public Speaking
Social Media
Sales
Music Performance
Music Production
Leadership
Tenacious Work Ethic
Financial Analysis
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
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Discover more about Mutual of OmahaWhat is Ted Rifkin email address?
Email Ted Rifkin at [email protected] and [email protected]. This email is the most updated Ted Rifkin's email found in 2026.
What is Ted Rifkin phone number?
Ted Rifkin phone number is 9707640631.
How to contact Ted Rifkin?
To contact Ted Rifkin send an email to [email protected] or [email protected]. If you want to call Ted Rifkin try calling on 9707640631. (updated on February 14, 2025)
What company does Ted Rifkin work for?
Ted Rifkin works for Mutual of Omaha
What is Ted Rifkin's role at Mutual of Omaha?
Ted Rifkin is Financial Advisor
What industry does Ted Rifkin work in?
Ted Rifkin works in the Financial Services industry.
Ted Rifkin Email Addresses
Ted Rifkin Phone Numbers
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