Creative CERTIFIED FINANCIAL PLANNER™ professional providing financial planning strategies for clients by accurately assessing each client's present and future financial needs, objectives and requirements.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
Created and performed live financial presentations in front of large groups of high net worth indivduals
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