Financial Planner with Healthcare Background

Conduct client consultations to understand financial goals and develop comprehensive plans covering investments, insurance, and retirement. Recommend and implement insurance strategies to protect assets while monitoring portfolios for adjustments as circumstances change. Build and maintain a professional network through referrals and community involvement to secure ongoing support. Leverage healthcare expertise to guide clients through critical life stages, including medical expenses and education planning. Obtain necessary licenses such as Series 6 and 63 with available training and sponsorship.