Financial Consultant
Equitable Advisors
[email protected]
415.276.2245
cell 415.845.7090
As a client-centric financial services professional, I cater to the individual needs of clients, as well as lead and mentor high-performing teams who deliver top-of-class results to institutional and private clients worldwide. I have over 20 years of experience in the financial services industry, with a proven track record of driving remarkable growth and achieving exceptional results through client satisfaction.
My core competencies include strategic financial planning, investment and client relationship management. I am adept at formulating and executing tailored strategies that adhere to the unique needs and goals of each client, while collaborating with team partners to optimize services and outcomes. I am also a CFP candidate, pursuing the highest standard of excellence and ethics in the financial planning profession. My mission is to help clients achieve their financial objectives and long-term financial plans.
CA Insurance Lic. # 4351203