College Financial Representative
Current-Collaborate with a certified financial planner to develop tailored financial strategies for individuals and businesses, focusing on long-term wealth management, financial planning, and investment goals.-Design and implement financial plans incorporating budgeting, tax mitigation strategies, retirement planning, and investment portfolio recommendations. -Perform detailed financial analysis to assess cash flow, savings, and investment options, presenting clients with actionable insights to meet their financial goals.-Licensed in Life, Accident, and Health insurance in Connecticut.