Daniel Stoakes
Senior Manager Client Strategies at Flodder Financial Group
Based in Katy, United States
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
Katy
Industry
Investment Management
Company size
9
Contact information
Reveal Daniel's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@flodderfinancial.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Daniel Stoakes
Flodder Financial Group focuses on helping oil industry executives and professionals take advantage of the great benefits that can be available in the oil industry. We help them develop personalized strategies to optimize their stock options and grants, deferred comp opportunities, and tax deferred or tax free retirement plans. Then when they are ready, we help them select and celebrate their retirement date or switch to a part time consulting strategy. We help them with the important pension decisions surrounding Lump Sum options and the possible benefits of Net Unrealized Appreciation (NUA) opportunities. Finally, we help them generate their retirement “paycheck” in a tax efficient manner and help them stay retired. During these key years we also help them protect against the bad things that can happen in life by helping them maintain appropriate wills and insurance plans.
Decision-makers
Other people at Flodder Financial Group
Build a list of verified contacts at Flodder Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Daniel
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime