Pierce Trcka

SVP, Investment and Advisory Solutions

Reared in Houston, Texas, Pierce paid for his education through tournament sport fishing. A cum laude graduate from the University of Houston, Pierce holds a B.B.A. with a double major in finance and marketing. Pierce currently holds the FINRA Series 7, Series 63, and Series 65 registrations. He also holds the Accredited Investment Fiduciary designation from the American National Standards Institute and the Accredited Portfolio Management Advisor designation from the College of Financial Planning.

"We consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies. I bring a unique perspective leveraging experience in asset management, and our team delivers the breadth and depth of knowledge including all aspects of defined contribution, defined benefit and non qualified plans. I have a passion and deep experience in helping plan sponsors and participants address their pre and post retirement needs."

Securities offered through Pensionmark Securities, LLC (member FINRA/SIPC). Investment advisory services offered through Pensionmark Financial Group, LLC (“Pensionmark”) an investment adviser registered under the Investment Advisers Act of 1940.

Talks About
#investment #finance

Preferred Locations
#NorthAmerica