Recent content by gerrystell

First of all, I'm not looking for clients. As a Registered Investment Advisor (my primary business), I'm restricted from doing and saying a lot of things that would be considered "advertising." And I take the rules seriously. You won't see any solicitation coming from me--I didn't even list...

Finally someone that knows what he's talking about. So many of the "annuity detractors" just don't have a clue. And yes, I am licensed to sell annuities--I think I sold three in the last two years, but they were the perfect fit for the situation.

I am a CPA/financial planner in Florida. I joined this site because I am interested in getting and sharing information about investing, retirement and related subjects. I've been in the business over 30 years (I should be retired) and have a lot of "war" stories, most of which are true.:)