Skills
Investment Planning
• Financial Analysis
• Budgeting & Forecasting
• Retirement & Wealth Planning
• Risk Management
• Tax Optimization Strategies
• Client Relationship Management
• Sales of Financial Products
• Compliance & Regulatory Knowledge
• Microsoft Excel & Financial Modeling
• CRM Tools (e.g., Salesforce)
• Communication & Negotiation
• Portfolio Management
• Insurance Planning
• Debt Management & Credit Advice
About
Experienced Financial Advisor with a strong background in investment planning, budgeting, and client relationship management. Skilled in analyzing financial needs, offering tailored solutions, and guiding individuals and businesses toward their financial goals. Detail-oriented, client-focused, and proficient in financial tools and Microsoft Office.
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