Mr. Ice has experience in: wealth accumulation strategies, retirement income solutions, Individual Retirement Accounts (IRAs), employer retirement plans, tax diversification techniques, risk mitigation, education savings programs, pension maximization, net unrealized appreciation, portfolio hedging strategies, non-qualified deferred compensation, exercising of stock options, retirement plan, business buy-sell agreements, and restricted stock.
Prior to C&P Wealth Management, Mr. Ice was a Field Vice President and Registered Principal with Ameriprise Financial in Westlake, Ohio. His responsibilities included overseeing an office of financial advisors, training, development, branch compliance, and client service.
Securities Licenses, Certifications & Designations:
Series 7, 9, 10, 24, and 66
Life, Accident, Variable, and Health Insurance License
CERTIFIED FINANCIAL PLANNERTM – CFP®
Chartered Financial Consultant – ChFC®
Chartered Retirement Planning Consultant – CRPC®
Accredited Wealth Management Advisor – AWMA®
Accredited Asset Management Specialist – AAMS®
Chartered Mutual Fund Consultant – CMFC®
Mr. Ice can be reached at 216.765.6926 or by email here