Working closely with my clientele to educate and create holistic financial plans that allow them to achieve future financial goals. More specifically, the idea being a part of a whole, working with like-minded individuals to be able to utilize personal knowledge and communication to achieve success and uplift one another. As a financial Consultant at Equitable Advisors, I have the ability to utili
ze this passion along with my financial background to be able to work together with individuals to be able to identify the financial needs of my clients, and create a collaborative, comprehensive, and holistic financial plan to meet their future financial goals. As a goal-oriented Financial Consultant I work primarily with young professionals and middle to high income families. I find it critical for practice to do business with individuals who share similar walks of life to mine to better understand the financial situation of my clientele, and to incorporate my clients into the planning process to reach an effective financial solution together. Core Focuses:
Financial Planning and Wealth Management, Risk Analysis and Mitigation, Retirement Planning, Tax Diversification, Education and Savings Planning, Life and Long Term Care Planning. CA Insurance Lic # 4050905
California Department of Insurance
