Wayne Sellar serves as a Financial Advisor at the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.
Wayne understands that everyone, no matter what life stage you are in, can benefit from financial planning. Whether you are starting a family, purchasing a home, saving for educational costs, or investing to build future income sources, Wayne will help develop a plan. He will focus on your accumulation, preservation, protection, income distribution, and wealth transfer needs for you and your family. Wayne believes that the financial planning process is continuous and ongoing, and as your advisor, he will be committed to understanding your needs, creating your strategy, implementing your solutions, and monitoring your results.
Wayne specializes in retirement plans (IRA, 401k, 403b, 457b, pension plans) rollovers and consolidations, educational savings and wealth accumulation, income and distribution strategies, life insurance options, and estate planning. He will work with you and your tax and legal professionals to consider any potential impact that various solutions might have.
Education & Experience
Wayne is a native to New Hampshire. Upon graduating from Concord High School, Wayne enlisted in the United States Marine Corps. After his service, he attended Plymouth State University where he graduated with a Bachelor of Science Degree in Accounting. He then worked as a Federal Auditor with the United States Department of Agriculture. In 1991, Wayne decided to pursue a career as a Financial Advisor and has since earned the Certified Financial PlannerTM certification.
Wayne actively maintains his Series 7, 63, 66, 24 and Life Insurance licenses. He believes education and knowledge is paramount to his ability to provide you with financial advice and extraordinary service.