Qualifications
Paul A Wieda,CLU,ChFC,AEP,LUTCF
Financial Advisor
Professional Designations:
*AEP - Accredited Estate Planner
*ChFC - Chartered Financial Consultant
*CLU - Chartered Life Underwriter
*LUTCF - Life Underwriter Training Council Fellow
Professional Qualifications:
* Financial Advisor, Innovative Financial Group
*2015 Inductee to the John Hancock Hall of Fame
* 48 years experience in Financial, Estate and Retirement
Planning Strategies as well as Life Insurance,Long Term Care and
Disability Income insurance for Individuals & Small Businesses
* Graduate of the American College in Bryn Mawr,PA
* Life and Qualifying Member of the Million Dollar Round Table
* Top of the Table Million Dollar Round Table, 2013
* Fresno NAIFA Agent of the Year, 2010
*John Hancock Hall of Fame Inductee 2015
Professional Associations:
*Past President of Fresno CA, NAIFA - National Association
of Insurance and Financial Planners
*Past Board Member of Society of Financial Service Professionals
*Past President of Fresno General Agents Management Association
*Past President of Fresno Estate Planning Council
Personal:
* Married to Nancy L. Wieda for 49 years
* Two daughters Jillian Christine and Jackie Lynne
* Member Holy Spirit Mens Club
* Past Chairman Holy Spirit Parish Council
* Past Member Holy Spirit Finance Council
* Past Board Member Fresno State Quarterback Club
* Member Copper River Country Club
* Hobbies; Fishing, Golf, Exercise and Playing Guitar
NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.
ACHIEVING CLIENT EXCELLENCE
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
HALL of FAME
The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.
MILLION DOLLAR ROUND TABLE
Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.