Bret Dudl

name Bret Dudl, Developer ~ La Joya Perfecta, Costa Rica’s highest value wellness retirement community.

Prior to founding La Joya Perfecta and becoming Director of Sales, Bret Dudl was the Vice President of Retirement Plans for Intercare Insurance solutions in San Diego. Bret Dudl Tripled the retirement plan assets in 18 months which grew to over 350 Million qualified in retirement plan assets covering more than 25,000 employees.

Prior to joining Intercare Bret Dudl owned and operated SFG Benefits Financial, a retirement benefit consulting firm. In addition, Bret Dudl was the managing director of retirement plans for Lincoln Financial Advisors in San Diego. At Lincoln, a fortune 100 company managing more than 150 Billion in assets with approximately 22,000 retirement plans nationwide, Bret Dudl managed the San Diego office overseeing nearly 2 billion in assets.

For more than a decade Bret Dudl has provided an exceptional combination of expertise and experience in the retirement plans consulting arena. His specialty is building a business from scratch and growing it to a multi-million dollar operation. From getting the right people to developing the right product while managing costs and balancing the budget, Bret has more than a decade of experience in startup success.

As a member of the American Society of Pension Professionals and Actuaries (ASPPA), The Center for Due Diligence (CFDD), and a designated Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies, Bret Dudl is immediately aware of the newest and most innovative trends in the retirement plan field.

Costa Rica Wellness Retreats

18th March 2010
A visit and stay at a health and wellness retreat while on vacation is a marvelous experience. Whether you want to relax your body and mind, or concentrate on specific physical and health objectives, a wellness retreat is the perfect destination and an ex... Read >