Robyn Barocas

Director, Plan Management & Administration at Monterey Wealth - Dunwoody, GA, US

Robyn Barocas's Contact Details
HQ
N/A
Location
Atlanta, Georgia, United States
Company
Monterey Wealth
Robyn Barocas's Company Details
Monterey Wealth logo, Monterey Wealth contact details

Monterey Wealth

Dunwoody, GA, US • 5 - 9 Employees
Financial Services

Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That's what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.

401(k) Rollover Financial Planning
Details about Monterey Wealth
Frequently Asked Questions about Robyn Barocas
Robyn Barocas currently works for Monterey Wealth.
Robyn Barocas's role at Monterey Wealth is Director, Plan Management & Administration.
Robyn Barocas's email address is ***@montereywealth.com. To view Robyn Barocas's full email address, please signup to ConnectPlex.
Robyn Barocas works in the Financial Services industry.
Robyn Barocas's colleagues at Monterey Wealth are Jay Cohen, David Duncan, Jay Cohen and others.
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