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Work Background
Independent Financial Advisor
GFI Global Financial ImpactIndependent Financial Advisor
Jan. 2025Florida, United StatesClient Relationship Management: Build and maintain long-term relationships with individual clients and small businesses. Conduct regular financial reviews to ensure clients’ financial plans align with their evolving needs and goals. Financial Planning and Advice: Provide personalized financial advice on investments, insurance, retirement planning, tax strategies, and estate planning. Analyze financial data and market trends to create tailored financial strategies for clients. Investment Guidance: Recommend suitable investment products based on clients’ risk tolerance, financial objectives, and time horizons. Monitor and adjust portfolios as needed to maximize performance and manage risk. Compliance and Ethics: Ensure all advisory services comply with industry regulations, ethical standards, and GFI’s policies. Maintain proper documentation and transparency in all client interactions. Sales and Business Development: Actively prospect for new clients through networking, referrals, and marketing strategies. Represent GFI in community events and workshops to raise awareness of financial literacy and services offered. Use of Technology and Tools: Utilize GFI’s proprietary platforms and financial software to manage client accounts and prepare financial reports. Stay updated on the latest tools and technology in financial planning. Continuing Education and Certification: Pursue ongoing education and certification to remain current with industry trends and best practices. Attend GFI training sessions, webinars, and industry conferences as required.
Financial Advisor
GFI Global Financial ImpactFinancial Advisor
Nov. 2024
Military
United States Air ForceMilitary

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