Financially preparing clients for accomplishing or addressing the matters they value. --> A good amount of my clients are work within Public Schools. Specifically for these clients I have helped them navigate the Teachers' Pension and Annuit Fund (TPAF). Provide them with an understanding of the Health, Life, Dental, Prescription coverages and benefits. Help them maximize the retirement plans they have available to them (403b, Roth 403b, 457b, and Roth 457b), and highlight the applicable NEA Member Benefits & Discounts they may want to consider for goals and concerns they prioritize.. --> The rest of my clients consist of Business Owners, Career/ Retire Early driven individuals, and Family orientated couples looking to protect and provide for their loved ones as well as a life style they would like to main pre and post retirement. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.