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!

If you lead your organization's retirement or employee benefits plan, I'd love to chat. 

In thirty minutes, we can cover:

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