Phil Currie Fulcrum Partners

Fulcrum Partners Managing Director Phil Currie Presenting on Nonqualified Deferred Compensation

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (July 16, 2019) Fulcrum Partners Managing Director Phil Currie will be a featured presenter at the webinar, “Case Study Overviews,” which is the second training event in an educational series designed to equip and inform financial advisors for incorporating nonqualified deferred compensation plans as part of their client services. The training program is presented by …

Tom Cook Fulcrum Partners Executive Benefits, Newport Beach, CA

Fulcrum Partners Adds Tom Cook to Its Newport Beach, CA Office

Fulcrum Partners Fulcrum Partners Media Release, Fulcrum Partners NEWS

For Immediate Release PONTE VEDRA BEACH, FL — (February 20, 2018) For the third consecutive year, the Los Angeles and Newport Beach offices of Fulcrum Partners LLC are entering the new year with announcements of growth and expansion. Thomas A. Cook, CFA has joined the team as Financial Consultant at the company’s Newport Beach office. Tom, who has nearly a …

Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release, Fulcrum Partners NEWS

  Fulcrum Partners Los Angeles Expands with New Offices in Newport Beach FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (March 23, 2017) Not only is Fulcrum Partners LLC celebrating a decade of service as a leading U.S. executive benefits advisory, this year the company’s California office is expanding to a second location in a move the firm has branded …