Concentrix Wealth Advisors
Click to view video "When You're Ready…"
View Video »
Transcript »
Totally Unique

The Parntership Team

Rick Silva


Richard P. Silva

Principal & partner:

  • Summit Strategic Planning
  • FDI Investment Companies
  • Executive Planning Associates

Senior sales management positions over a 30+ year career – building and managing sales organizations at:

  • The Amerus Group
  • Chubb Corporation
  • CNA Insurance
  • Provident Mutual
  • Met Life Insurance
  • Nationwide Financial Services
Qualifications
  • Master of Science Organizational Dynamics – University of Pennsylvania
  • Chartered Life Underwriter – American College
  • Insurance & Investment Licensed – LI, A&H, Annuities, Benefits, Series 6 & 63
  • 48 Professional Training Program Certifications / Financial Service & related
Awards
  • Who’s Who in American Financial Planning
  • Philadelphia Business Journal Book of Leaders
  • Million Dollar Round Table
  • National Quality Award
  • Master Agency Builder Award
  • 25 Leadership & Achievement Awards – numerous companies
Memberships
  • Financial Services Marketing Association – Founding Partner
  • American Management Association
  • Society of Financial Service Professionals
  • Philadelphia Estate Planning Council
  • MENSA
  • World Affairs Council
  • Union League of Philadelphia
  • Pyramid Club of Philadelphia
  • Blue Bell Country Club
Personal
  • Military service – US Army Rangers (Vietnam & Korea)
  • Published author – Personal & Professional magazine articles
  • Founder of FC Delco Football Club – nationally recognized youth organization

*Certain memberships are prior & not current 



Kenneth P. Smith

Kennth P. Smith

Principal, Smith & Co.
brand strategists and marketing consultants
 
Principal, HospitalityGolf Marketing, LLC
unique cash infusion strategies for golf clubs nationwide

Principal, Golf ProfitBuilders, LLC
America’s premier consultancy for golf course marketing, operations and financial strategies

Principal, LegacyLife International, LLC
Multiple Internet businesses and a non-profit 501(c)3 foundation in support of  “a meaningful life and legacy ”

  • Marketing/advertising agency principal for 35 years 
    with offices on Madison Avenue in New York City, Philadelphia, Denver and southern New Jersey – staff of 22 full-time professionals  (transferred ownership of business to a senior manager as of 10/31/07)
    Marketing consulting and creative services for more than 300 companies nationwide and international over 35 years
  • Graduated Magna Cum Laude
    from Muhlenberg College, Allentown, PA
  • Certified Brand Strategist (CBS)
    one of only 20 in the U.S. – certified by The Brand Establishment, Orange County, CA (www.brandestablishment.com)
  • Industry pioneer and one of America’s largest
    syndicators of licensed marketing programs –

    220 markets in the U.S. and Canada
  • Leadership roles in numerous
    non-profit organizations over the years –

    numerous regional awards, including
    United Way Volunteer of the Year


Larry Masi

Larry Masi

  • Principal – Masi Marketing Organization,
    a strategic marketing consulting firm in Egg Harbor Township, NJ
  • Founder of American Resort Realty
    Corporation, a full service real estate marketing and brokerage firm, specializing in resort properties
  • Principal of Dominion Development Group, LLC,
    a real estate investment and development company that specializes in unique resort destination properties
  • Principal – GeoTechnix, LLC
    leading-edge geo-targeted e-mail marketing –
    including video e-mail 
  • Creator of a proprietary marketing/sales system
    used to successfully pre-sell tens of millions of dollars in resort real estate projects
  • Speaker – International Real Estate Investors Symposium,
    London, England
  • President – Christian Community Development Corporation,
    a non-profit organization dedicated to the development and construction of private Christian Schools

For a no-obligation discussion of your needs, call 610-213-4201, e-mail us or simply complete our brief Contact Form.





Download our Report
Forward to a Friend | Terms of Use/Privacy Policy | Home