Abel Njoh
Financial Guidance @New York Life
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WORK HISTORY
Financial Guidance @New York Life
VA, US
FINANCIAL PLANNING Working closely with clients to assess their financial goals, needs, and risk tolerance.Developing comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and insurance coverage.INSURANCE SOLUTIONS Recommending appropriate insurance products such as life insurance, long-term care insurance, and disability insurance on the client\'s needs and objectives.Educating clients on the benefits and features of different insurance options and assisting them in selecting the most suitable coverage.INVESTMENT GUIDELINES Offering guidance on investment options, asset allocation, and portfolio diversification to help clients build and protect their wealth.Monitoring market trends and economic conditions to provide informed recommendations for optimizing investment portfolios.RETIREMENT PLANNING Assisting clients in creating retirement income strategies that align with their lifestyle and financial goals.Evaluating existing retirement accounts, such as 401(k)s and IRAs, and providing guidance on maximizing retirement.EDUCATION & TRAINING Conducting seminars, workshops, and one-on-one consultations to educate clients on financial literacy, risk management, and wealth preservation.Keeping abreast of industry trends, regulatory changes, and product innovations to provide up-to-date guidance to clients.CLIENTS RELATIONSHIP & MANAGEMENT Building long-lasting relationships with clients based on trust, integrity, and professionalism.Providing ongoing support and guidance to clients, addressing their evolving financial needs and adjusting strategies as necessary.
EDUCATION
Southwestern Oklahoma State University
Bachelor of Science, Health Services/Allied Health/Health Sciences, General
Southwestern Oklahoma State University
Undergraduate, Health Services/Allied Health/Health Sciences, General
Oxford Home Study Center OHSC
Business Management, Business Administration and Management, General
Southwestern Oklahoma State University
Bachelor of Business Administration - BBA, Business/Commerce, General
ABOUT ABEL NJOH
With a Bachelor of Science and Business Management from Southwestern Oklahoma State…
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