Retirement Planning Specialist and Finance Writer
South Bend, Indiana Area
- Current
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- Guide to Financial Planning: Independent Writer/Editor at About.com
- Retirement Planning Specialist at Diversified Investment Advisors
- Past
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- Financial Advisor at JPMorgan Chase
- Managing Partner at Auction It Easy, LLC
- Financial Advisor at Ameriprise Financial, Inc.
- Owner at Vertexhost, Inc.
- Education
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- Michigan State University
- Connections
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90
connections
- Industry
- Financial Services
- Websites
Jeremy Vohwinkle’s Summary
I provide retirement planning advice that generally encompasses saving for retirement, investment allocations, structuring income during retirement, and basic estate planning considerations.
In addition to working as a retirement planning specialist, I also do freelance work as a finance writer. You can find my work on a number of websites, most notably at About.com, which is a New York Times Company and my personal finance blog, Generation X Finance.
I have received the CRPC (Chartered Retirement Planning Counselor) designation from the College for Financial Planning, and I currently hold the FINRA Series 7 and 66 licenses as well as the state of Michigan and Indiana Life and Accident/Health insurance licenses.
Jeremy Vohwinkle’s Specialties:
financial planning, investment advice, small business planning, retirement planning, personal finance, blogger, marketing, writing, freelance
Jeremy Vohwinkle’s Experience
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Guide to Financial Planning: Independent Writer/Editor
About.com
(Public Company; Myself Only; Writing and Editing industry)
August 2007 — Present (2 years 5 months)
I write about financial planning topics for About.com, part of the New York Times Company. Topics include budgeting, saving money, investing, saving for retirement, insurance, real estate, and much more.
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Retirement Planning Specialist
Diversified Investment Advisors
(Public Company; 1001-5000 employees; Investment Management industry)
September 2006 — Present (3 years 4 months)
I work exclusively with employees and their available employer-sponsored retirement plans such as 401(k), 403(b) and 457(b) plans. A majority if the work is done via one-on-one meetings with plan participants, but I also conduct seminars and group presentations that cover financial education topics.
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Financial Advisor
JPMorgan Chase
(Public Company; 10,001 or more employees; JPM; Financial Services industry)
February 2006 — September 2006 (8 months)
Provided financial planning services for individuals and small businesses. Helped clients develop sound money habits, implement budgets, save for retirement, and prepare individuals for planning their estate.
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Managing Partner
Auction It Easy, LLC
(Privately Held; 1-10 employees; Consumer Services industry)
November 2003 — March 2006 (2 years 5 months)
Developed a brick and mortar consignment store by utilizing eBay to auction items for individuals who were otherwise unable to do so.
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Financial Advisor
Ameriprise Financial, Inc.
(Public Company; 10,001 or more employees; AMP; Financial Services industry)
April 2005 — February 2006 (11 months)
Provided comprehensive financial planning services from investments to insurance.
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Owner
Vertexhost, Inc.
(Privately Held; 1-10 employees; Internet industry)
August 2002 — February 2005 (2 years 7 months)
Owned and operated an internet hosting and design company that provided services to small businesses with both shared and dedicated hosting solutions.
Jeremy Vohwinkle’s Education
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Michigan State University
Bachelors , Landscape Architecture , August 1998 — May 2003
- Activities and Societies:
- Sigma Lambda Alpha International Honor Society
Additional Information
Jeremy Vohwinkle’s Websites:
Jeremy Vohwinkle’s Groups:
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MSU Alumni Association -
JobAngels -
Personal Finance Bloggers -
Professional Bloggers
Jeremy Vohwinkle’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
