The Department of the Treasury and the Internal Revenue Service released new guidance that is “designed to expand the use of income annuities in 401(k) plans.”
PRINCETON, N.J., May 9, 2014 /PRNewswire/ -- Clarus Financial, Inc. is pleased to announce that Ka'Neda N. Bullock has joined the firm as a Wealth Manager. Mrs. Bullock specializes in investment management and financial planning for individuals, business owners and non-profit organizations. She holds FINRA Series 7 and 66 securities licenses through Commonwealth Financial Network, and has her New Jersey Life and Health Insurance license.
Ka'Neda graduated from Smith College in Northampton, M.A. with Bachelor's degrees in both Economics and Government where she also served on the Board of Trustees. Ka'Neda is a Fulbright Fellow, Cheongju, South Korea: 2006-2007 and is a current member of the Fulbright Alumni Association'sPrinceton chapter. Ka'Neda received her financial analysis training with Capital Research and Management Company (CRMC) facilitated by Loyola Marymount Business School in Los Angeles, C.A.
"We are thrilled to have Ka'Neda join our team. It is rare that you find someone with skills and experience as both a research analyst and as a financial advisor," said Bryan J. Koslow, President of Clarus Financial.
Ms. Bullock will work closely with clients to build and implement financial plans for retirement, education, and business succession. She will also become a member of the firm's Investment Committee.
About Clarus Financial
Clarus Financial Inc. is an Integrated Wealth Management firm with offices in East Brunswick and Princeton, New Jersey. Integrated Wealth Management encompasses Financial Planning, Risk Management, Tax Planning, Estate Planning, and Life Transition Planning.
Securities and advisor services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Clarus Financial LLC, 197 Route 18 South, Suite 260-S, East Brunswick NJ 08816. 732-325-0456.
Contact: Bryan Koslow, 1-732-325-0456
SOURCE Clarus Financial, Inc.