Amal Hagisufi
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- La Mesa, CA, US
- LinkedIn followers
- 500 followers
About Amal Hagisufi
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Jul 2018 — Present · San Diego, CA, US
A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
Education
University of Missouri-Saint Louis
Masters in Secondary Education, Education
2013 — 2015
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
2008 — 2012
Skills
- Estate and Trust Services
- Retirement Account Consolidation
- Exchange Traded Funds
- Investor Education Programs
- Portfolio and Retirement Plan Reviews
- Insurance
- Fixed Income Investments
- Edward Jones Income Manager Account Program
- Education Savings
- Individual Retirement Accounts
- Systematic Investing
- Financial Calculators
- Online Account Access
- Mutual Funds
- Business Retirement Plans
- Research
- Annuities
- Saving, Spending and Borrowing Solutions
- Equity Investments
- Edward Jones Advisory Solutions
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