Esan Wealth Management, Cfp® Email & Phone Number

I am a financial advisor at Raymond James. I focus on providing wealth management solutions tailored to each client’s situation. I help affluent clients address their biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, charitable giving, and ensuring their assets are not taken unjustly.My goals-based approach to wealth management places the client's goals, priorities and aspirations at the center of the portfolio construction process. I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals. I then employ customized recommendations designed to help address each client’s unique needs and goals beyond simply investments. I maintain the conviction that communication is critical to the client relationship. Therefore, I arrange regular meetings with clients to maintain a comprehensive understanding of their priorities and needs as they may evolve over time. These meetings provide the client with regular briefings regarding their portfolio, its alignment with their goals and the overall market conditions. I enjoy spending time with my family; my three children keep me very busy, reading a good book, watching and playing sports. I am also actively involved in many charities.