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Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf Email & Phone Number

Registered Financial Consultant at Independent Consultant
Location: Macomb, Michigan, United States 7 work roles 2 schools
1 work email found @ft.newyorklife.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Independent Consultant
Role
Registered Financial Consultant
Location
Macomb, Michigan, United States
Company size
201 employees

Who is Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf? Overview

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Quick answer

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf is listed as Registered Financial Consultant at Independent Consultant, a company with 201 employees, based in Macomb, Michigan, United States. AeroLeads shows a work email signal at ft.newyorklife.com and a matched LinkedIn profile for Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf.

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf previously worked as Market Benefit Advisor at Ehealth, Inc. and Senior Financial Services Representative at Principal Financial Group. Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf holds Bachelor Of Arts (Ba), English Literature, Psychology And Philosophy from Osmania University.

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Email format at Independent Consultant

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*@ft.newyorklife.com
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AeroLeads found 1 current-domain work email signal for Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf. Compare company email patterns before reaching out.

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Profile bio

About Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf

Retirement Income Certified Professional®Medicare Sales ConsultantSocial Security Income Maximization ExpertBusiness Consultant to increase profits for Organizations.Cash Balance Advisor(Extreme tax relief for high net worth Individuals/Business Owners)Member of International Association of Registered Financial ConsultantsLicensed Life Insurance Agent in California & 50 other States.Specialties: We are educators and financial strategists that focus on our client’s retirement future by changing the focus from accumulation to Income Strategies. We develop plans for our client’s retirement, college funding & family legacy. We help reduce the taxes that people will have to pay, now and in the future. We are dedicated to helping clients achieve safety and peace of mind regarding their future as well as the future of their families, businesses and retirement assets.I started my service to help the millions of "Baby Boomers" that are ill-prepared for the realities of retirement.I have also worked for the Bank of Montreal in their retail, commercial and investment banking groups. I sold proprietary mutual funds for BMO Funds, and also worked as a portfolio manager at their mbanx call center for Investments and Lending, where I held unilateral discretionary lending limits for consumer loans and mortgages. I also worked as a Senior Business Analyst in their technology group where I was an integral part of a team that published business requirements, technical specs and quality assurance test plans for projects to improve bank operations. I have also been a Siebel Certified Business Analyst demonstrating expert knowledge of customer relationship management.An active member of her local community and several professional and social organizations. I am State Insurance Licensed in Michigan and 49 other states and an Investment Advisor Representative.

Listed skills include Retirement Planning, Retirement, Life Insurance, Fixed Annuities, and 19 others.

Current workplace

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf's current company

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Independent Consultant
Independent Consultant
Registered Financial Consultant
Michigan, United States
Website
ehealthinsurance.com
Employees
201
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Company profile
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7 roles

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf work experience

A career timeline built from the work history available for this profile.

Registered Financial Consultant

Independent Consultant

Michigan, United States

Market Benefit Advisor

Current
Ehealth, Inc.

Santa Clara, California, US

Ehealth, Inc. (NASDAQ: EHTH) operates a leading health insurance marketplace at eHealth.com and eHealthMedicare.com with a technology and service platform that provides consumer engagement, education and health insurance enrollment solutions. Our mission is to connect to every person with the highest quality, most affordable health insurance and Medicare.

Aug 2018 - Present

Registered Financial Consultant

Current
Independent Consultant

I am passionate about helping my clients understand the opportunities and potential rewards that are available when one takes a proactive approach to their financial situation, and more importantly their life! I strive to focus more on fact-finding, problem solving, process and solutions rather than products. I am committed to help provide my clients with.

Jun 2014 - Present

Senior Financial Services Representative

Principal Financial Group

Des Moines, Iowa, US

As a Financial Services Professional with Principal Financial Group. I advised clients is all areas of personal finance, including retirement planning, investments, college planning, insurance, business owners planning, estate and charitable planning. I was a Registereed Investment Adviser Representative and a Registered Representative with Princor.

Nov 2013 - Jun 2014

Financial Services Professional

New York Life Insurance Company

New York, New York, US

I was a Licensed Agent and a Financial Services Professional dedicated to providing coordinated financial strategies that include employee benefits, estate planning, retirement planning services as well as insurance (life, health, disability and Long Term Care), college funding and investment alternatives to individual and business clients.SERVICES.

Jan 2007 - Dec 2012

Registered Representative

Nylife Securities Llc.
Jan 2007 - Dec 2012

Private Banker

Wells Fargo Bank

San Francisco, California, US

Provided coordinated financial strategies to protect, save and grow the assets of high networth clients with liquid assets of greater than half a million, networth of greater than a million not including their principal home and income of greater than $250,000.

Nov 2005 - Jan 2007
Team & coworkers

Colleagues at Independent Consultant

Other employees you can reach at ehealthinsurance.com. View company contacts for 201 employees →

CA Chit Aung Chit Aung Colleague at Independent Consultant Myanmar, Myanmar View → BW Brandon Willis, Pmp Brandon Willis, Pmp Colleague at Independent Consultant Benton County, Oregon, United States, United States View → EA Erika Azabache Erika Azabache Colleague at Independent Consultant New York, New York, United States, United States View → CH Casey Hagopian Casey Hagopian Colleague at Independent Consultant San Francisco Bay Area, United States View → RM Raylei Mumn Raylei Mumn Colleague at Independent Consultant Tyler-Jacksonville Area, United States View → LS Larry Smith Larry Smith Colleague at Independent Consultant Greater Sacramento, United States View → RB Richard Brutka Richard Brutka Colleague at Independent Consultant Midvale, Utah, United States, United States View → ST Sand Tan Sand Tan Colleague at Independent Consultant Xiamen, Fujian, China, China View → CA Carmina Ayala Carmina Ayala Colleague at Independent Consultant Greater Sacramento, United States View → MH Mary Hallman Mary Hallman Colleague at Independent Consultant Wind Gap, Pennsylvania, United States, United States View →
2 education records

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf education

Bachelor Of Arts (Ba), English Literature, Psychology And Philosophy

Osmania University

Education record

Rosary Convent High School
FAQ

Frequently asked questions about Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf

Quick answers generated from the profile data available on this page.

What company does Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf work for?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf works for Independent Consultant.

What is Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf's role at Independent Consultant?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf is listed as Registered Financial Consultant at Independent Consultant.

What is Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf's email address?

AeroLeads has found 1 work email signal at @ft.newyorklife.com for Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf at Independent Consultant.

Where is Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf based?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf is based in Macomb, Michigan, United States while working with Independent Consultant.

What companies has Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf worked for?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf has worked for Independent Consultant, Ehealth, Inc., Principal Financial Group, New York Life Insurance Company, and Nylife Securities Llc..

Who are Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf's colleagues at Independent Consultant?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf's colleagues at Independent Consultant include Chit Aung, Brandon Willis, Pmp, Erika Azabache, Casey Hagopian, and Raylei Mumn.

How can I contact Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf?

You can use AeroLeads to view verified contact signals for Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf at Independent Consultant, including work email, phone, and LinkedIn data when available.

What schools did Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf attend?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf holds Bachelor Of Arts (Ba), English Literature, Psychology And Philosophy from Osmania University.

What skills is Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf known for?

Shahnaz Razvi, Ricp® Cbc, Rfc, Cltc, Lutcf is listed with skills including Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Investments, Estate Planning, Mutual Funds, and Insurance.

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