Representatives
MissionSquare Retirement Plan Specialist
Your Retirement Plan Specialist can:
- Help you develop a saving strategy.
- Review your plan's investment options.
- Provide resources including online tools available at www.457longbeach.org.
- Answer any questions you have about your retirement plan.
Tisha Neal
Retirement Plan Specialist
Email: tneal@missionsq.org
Phone: (202) 759-7122
Register for a group seminar or individual appointment with Tisha.
Financial Planning Services
Focused on all aspects of financial planning, we’re dedicated to helping employees build financial security by providing objective, personalized financial education that puts their goals first.
Contact Tisha Neal at tneal@missionsq.org to learn more about services provided by your MissionSquare Retirement Representative and CERTIFIED FINANCIAL PLANNER™ professionals.
Your CERTIFIED FINANCIAL PLANNER™ professionals
Eric Dobrzynski, CFP®
Financial Planning Services
- Educational Webinars and Seminars
- Virtual Consultations With a CFP® professional
- Communications on Relevant Financial Topics
- Social Security Analysis and Strategies
- Personalized Financial Goal Plans1
Katherine Espinosa, CFP®
Personal Planning Services2 (Balances of $1 million or more)
- Dedicated CFP® professional
- Educational Webinars and Seminars
- Virtual Consultations with a CFP® professional
- Communications on Relevant Financial Topics
- Social Security Analysis and Strategies
- Personalized Financial Goal Plan and Content
- A fee of up to $175 may be assessed for participants with account balances less than $100,000; or lower if contracted by the Plan; or participant may qualify for a waiver. RHS Plan balances are not included.
- Personal Planning Services are for participants with account balances of $1,000,000 or more
