Associate Estate Planning Practitioner® | Estate & Succession Practitioner
As a financial advisor with PIAS, I specialize in helping individuals from the mass affluent to high-net-worth segment achieve their financial goals with a personalized and holistic approach. My priority is to first understand your unique needs before crafting tailored solutions that cover wealth protection, accumulation, preservation, and legacy planning.
One key area I focus on is optimizing insurance coverage—helping my clients enhance their protection while saving on premiums, thanks to our extensive partnerships. Additionally, I work closely with my clients on retirement planning, ensuring they can enjoy a comfortable and worry-free retirement.
Beyond one-on-one advisory, I also conduct seminars to educate and empower my clients and their loved ones. Many of my clients come to me through referrals, a testament to the trust and long-term relationships I build. If you're looking for a dedicated advisor to guide you through your financial journey, I’d love to connect.
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