Meet with Andrew Goo

Business Development Executive

• Certified Plan Fiduciary Advisor (CPFA) 
• FINRA series 6, 63 and 65 licenses
• New York State Life and Health license
• 13 years in the retirement industry 

Hi, colleague!

You don't know what you don't know. Feel free to ask me how TruePlan can support your organization. 

In thirty minutes, we can cover:

• Your retirement plan and/or benefits goals
• Best practices for fiduciary responsibility
• The importance of participant education
• Investment oversight and monitoring
• The TruePlan Fiduciary Advantage