Retirement Partner Advisors
Retirement Partner Advisors unites the individual Knowledge of the financial industry’s leading counselors. With over 85 years of collective experience, we were founded to help companies strengthen their retirement plans, enhance their portfolios, and to empower individual investors through holistic wealth management planning. Partnerships are the cornerstone principle that led to the formation of our firm. As a consortium of fiduciary specialists, we are dedicated solely to act in the best interests of our clients. With affiliates across the country, our network of advisors extends from South Carolina and Florida to Puerto Rico and beyond. We are backed by the support of Resource Investment Advisors (RIA), a retirement plan focused and industry leading firm. Having set the standard of success in the financial world for over 30 years, RIA is an SEC-registered investment advisor with over $39 billion in assets under management. As a team, we focus our knowledge and resources on providing the highest level of service and leadership. Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc, an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Retirement Partner Advisors are not affiliated with Triad Advisors, LLC.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
91
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- SO
Sean Orick
Partner · General Business & Management
EmailPhone - SN
Seiza N. Gómez
Account Relationship Manager · Finance & Accounting
EmailPhone - DR
Damaris Rodriguez
Office Administrator · General Business & Management
EmailPhone - FT
Francisco Texidor Figueroa
Investment Advisor Representative · Finance & Accounting
EmailPhone - TD
Tony de Jesús
Education and Technology Specialist · Education
EmailPhone - JC
Javier Cordero
Partner, President · General Business & Management
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Retirement Partner Advisors
7 distinct titles indexed · top 7 shown.
- 2investment advisor representative
- 1account relationship manager
- 1compliance officer and legal counsel
- 1education and technology specialist
- 1office administrator
- 1partner
- 1partner, president
Sign up to unlock all 8 contacts at Retirement Partner Advisors
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