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 there!

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