Joe Duca     Address: 2603 Camino Ramon, Suite 200 San Ramon, CA 94583 Phone: (925) 242-2521 Fax: (925) 242-2807 Email: jduca@cfgretire.com   _____________________________________________   CWA Local(s) Served: 9412 - President: Cookie Cameron 9415 - President: Sally Venable   Seminars: For a listing of upcoming retirement workshops CLICK HERE   Forms: CWA Retirement Planning Review Questionnaire - CLICK HERE 401(k) Allocation Analysis Questionnaire - CLICK HERE Asset Allocation and Risk Questionnaire - CLICK HERE   Executive Profile: Joe Duca is a Retirement Specialist and a key part of the Coghlan Financial Group, Inc. team. Joe has over six years of experience in the financial industry, which includes working at Coghlan Financial Group, Inc. since its inception. Joe began his career in the financial services industry raising money for private placements at Novastrike.   Joe entered the financial services industry because he realized he could help people to better understand their retirement needs and goals, while using his knowledge, training and education to educate and help his clients. He also enjoys working with individuals who may not know much about their net retirement and financial plan, and sharing with them what they can expect - sometimes relieving them of their financial worries or helping them to understand what their plan needs to be.   As a retirement specialist with the group, Joe heads the San Ramon, CA office and works with individuals from various companies in the Bay area to secure their financial future. Joe’s responsibilities include reviewing a person’s retirement and financial planning needs and providing each individual with the tools and knowledge necessary to reach their goals. He manages client accounts and explains their 401k, pensions, IRAs and the rules governing these investment vehicles.   Joe currently lives in the community of Danville in Northern California. Joe attended University of California, San Diego, and studied economics. Joe currently holds the Series 7; FINRA General Securities Representative and the Series 66; NASAA Uniform Combined State Law Examination licenses.   ___________________________________________________________________________   Securities available in the following states: CA, CO Investment Advisory Services available in the following states: CA     Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Joe Duca, Registered Representative. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Joe Duca, Financial Advisor. Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA.