Daniel Derosa, Cres

Daniel Derosa, Cres Email and Phone Number

Financial Consultant for K-12 public school employees and their families. @ Equitable Advisors
Daniel Derosa, Cres's Location
Folsom, California, United States, United States
Daniel Derosa, Cres's Contact Details

Daniel Derosa, Cres work email

Daniel Derosa, Cres personal email

n/a
About Daniel Derosa, Cres

All school staff work hard day in and day out for families in our communities. They invest time, money, energy, and more into future generations. We know that busyness and the overloaded state of life are among some of the barriers that face these hardworking staff. As they navigate the challenges of not only their work environment but daily life in this troubled time, they need an advocate and guide through the financial stress and planning for the future. That’s where we come in. I say we because my wife, Lisa, is my partner in our business. She is my supportive Administrative Assistant with the same vision of helping our clients toward empowerment and safety in their finances. Our clients appreciate our intentionality towards education and understanding, cultivating a safe space to talk about the taboo topic of finance, and our willingness to keep in touch throughout the year. We celebrate birthdays, weddings, and retirements well! We also mourn with losses of loved ones. We desire to journey with our clients through these moments, so they know they have someone to help them through these times. Our hope is that we can do that for you as well.

Daniel Derosa, Cres's Current Company Details
Equitable Advisors

Equitable Advisors

View
Financial Consultant for K-12 public school employees and their families.
Website:
equitable.com
Employees:
3118
Daniel Derosa, Cres Work Experience Details
  • Equitable Advisors
    Financial Consultant, Cres
    Equitable Advisors Jan 2020 - Present
    193 Blue Ravine Road Suite 110, Folsom, Ca 95630
    Started 2018- AXA Advisors, LLC left the AXA Network and rebranded to Equitable Advisors.In my capacity as a financial consultant, I walk alongside my clients as they transition into new chapters of their lives- new to their careers, families just getting started, the sandwich generation taking care of growing kids and aging parents, and those knocking on retirement's door. The plan is to perfectly align my clients' finances with where their hearts are, empowering them to take command of their lives. CA Insurance License #2127440
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Feb 2018 - Jan 2020
    Bellevue, Wa
    AXA Advisors, LLC left the AXA Network and rebranded to Equitable Advisors.
  • Hanna Boys Center
    Youth Counselor
    Hanna Boys Center Dec 2015 - Feb 2017
    Sonoma, Ca
    I was responsible for supervising the daily living experience and for providing a consistent and caring environment for each resident under my care. This included teaching socially appropriate skills, planning trips and activities, helping with homework, providing discipline, and teaching appropriate conflict resolution.
  • Dror And Celia'S Goat Farm
    Goat Herder
    Dror And Celia'S Goat Farm Sep 2015 - Nov 2015
    Ezuz, Israel
    My goal was to better understand the "Good Shepherd" metaphor attributed to Christ. My responsibilities primarily included leading 55 goats and 10 sheep to pasture during the sunrise hours before the heat of the day. In the evening I assisted with miscellaneous jobs such as milking, home repair, feeding the animals, and cleaning. When not working near the Egyptian border, I toured Nazareth, Capernaum, Tiberias, Meggetto, Tel Aviv, and Beersheba.

Daniel Derosa, Cres Skills

Leading Development Teams Student Ministry Intercollegiate Athletics Non Profit Volunteering Strategic Consulting Entrepreneurship Development Systems Thinking Interpersonal Relationships Learning Management Systems Bylaws Secretarial Skills Coaching And Mentoring Leadership Public Speaking Customer Service Event Planning Microsoft Excel Research Team Leadership Community Outreach Powerpoint Microsoft Word Nonprofits Facebook

Daniel Derosa, Cres Education Details

  • University Of Puget Sound
    University Of Puget Sound
    3.23

Frequently Asked Questions about Daniel Derosa, Cres

What company does Daniel Derosa, Cres work for?

Daniel Derosa, Cres works for Equitable Advisors

What is Daniel Derosa, Cres's role at the current company?

Daniel Derosa, Cres's current role is Financial Consultant for K-12 public school employees and their families..

What is Daniel Derosa, Cres's email address?

Daniel Derosa, Cres's email address is dd****@****ter.org

What schools did Daniel Derosa, Cres attend?

Daniel Derosa, Cres attended University Of Puget Sound.

What are some of Daniel Derosa, Cres's interests?

Daniel Derosa, Cres has interest in Poverty Alleviation.

What skills is Daniel Derosa, Cres known for?

Daniel Derosa, Cres has skills like Leading Development Teams, Student Ministry, Intercollegiate Athletics, Non Profit Volunteering, Strategic Consulting, Entrepreneurship Development, Systems Thinking, Interpersonal Relationships, Learning Management Systems, Bylaws, Secretarial Skills, Coaching And Mentoring.

Who are Daniel Derosa, Cres's colleagues?

Daniel Derosa, Cres's colleagues are Ariella Addi, Kannathal "shoba" Sampath, Cfp®, Chfc, Derek Boyle, Alexis Switzer, Steven Kaufman, Christopher Lee, Daniel Ocana.

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