Analytical and finance-savvy professional with extensive experience in comprehensive financial planning, including investment portfolio/ financial asset management, retirement planning, securities trading, and advising high-net-worth individuals.Financial Planner | Wealth Management AdvisorEmail: bstiger@gmail.comI am a goal-focused professional with experience in financial planning, wealth management, sales, securities trading, client relationship management, and consultation. Recognized for the keen ability to summarize complex financial topic the to clients. Excel at scheduling high-net-worth clientsfor holistic financial planning. Core Competencies:*Retirement Planning*Financial Planning*Insurance Planning*Estate Planning*Tax Minimization Strategies*Risk Management*Asset Allocation*Relationship Building● Designed customized financial plans for clients to prioritize paying off debt, saving, and investing.● Attained $60mm growth in assets over four and half years by tracking information about clients’ needs andtailoring customized strategy; utilizing appropriate financial products and services.