LGBTQIA+ couples have unique barriers and concerns when it comes to saving and planning for retirement. We’re ready to help you navigate them with confidence. Learn more: https://bit.ly/3V3XQlp
关于我们
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you: ? Define your personal financial goals ? Develop a financial strategy that can help you achieve these goals ? Suggest suitable products and solutions based on your own tolerance for risk and your time-frame ? Implement your strategy with products and services that help meet your needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am licensed to sell insurance in: CA, CO, DC, FL, GA, NJ, OR and TX and securities in: CA, CO, DC, FL, GA, TX, NY, and OR. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800. Well - Being Financial is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #: 4167379
- 所属行业
- 金融服务
- 规模
- 1 人
- 类型
- 个体经营
- 创立
- 2016
Well-Being Financial员工
动态
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Tax scams are everywhere these days. Watch out for promises of a big payday, threats or urgent requests for payment, misspellings or grammatical errors, and links with odd URL addresses. https://lnkd.in/g4nWaKXm.
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The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These scams can trick even the savviest individuals into giving away their personal or financial information. Reach out with any questions and let’s help protect our families. https://lnkd.in/eTp8PHUX.
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Women continue to outlive men. That means it's important to plan for your own longevity and well-being. I can help you make a plan that lasts a lifetime. Learn more: https://bit.ly/48BG3Yk
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Managing your own wealth can feel like a full-time job, especially on days that already feel short. Let’s talk about how I can help you get time back with personalized solutions for your financial needs. https://lnkd.in/eXYhuGst.
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I recently attended the Connections Conference organized by the CFP Board in Washington, DC. As a proud Hispanic woman and CFP financial advisor, I was truly inspired, especially by the session on the psychology of financial planning and its critical role in working with our clients. I was particularly moved by the insights shared by Alison Fragale, author of "Likeable Badass" her perspective resonated deeply with my commitment to empowering clients. A heartfelt thank you to the CFP Board for organizing such a transformative event! Together, we can elevate diverse voices in financial planning and work toward a more inclusive future. #IsYourFinancialAdvisorACFPProfessional? CRN202709-7286047
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