KEVIN ARCUELO

Kevin Arculeo, Financial Advisor

Contact Information

Telephone: (678) 990-0011, x307
Direct: (678) 990-0013
E-mail:
karculeo@npwealth.com
Fax: (888) 336-4573



  Laurie Dingeldey, Office Manager


  Contact Information:

  (678) 990-0011 Office ext. 303

  (678) 837-3213 Direct
  Email: lauried@npwealth.com




OVERVIEW


Business experience
  • Investment Advisor Representative of Commonwealth Financial Network®
  • 2003-2009, Financial Consultant, Ameriprise Financial Services, Inc., Alpharetta, GA
  • 2001-2002, District Manager, Birch Telecom, Duluth, GA
  • 1999-2001, Senior Account Manager, Online Insight, Atlanta, GA
Certifications, designations, and degrees
  • BBA, 1990, Marketing, University of Georgia
Personal interests
  • Enjoy spending time with family, fly-fishing, fishing, golf, and the outdoors
Notable accomplishments
  • Mercury Award, 2003 Ameriprise Financial Services, Inc.
Personal financial planning for retirement

Retirement income strategies

Wealth preservation strategies

Tax management strategies
Investments

Estate planning strategies

Protection planning/family security

Education funding



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