Andrew Brown
Senior Financial Associate @Experior Financial Group
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WORK HISTORY
Senior Financial Associate @Experior Financial Group
US
Conduct virtual consultations to understand clients\' financial goals, priorities, and challengesCreate and deliver comprehensive financial plans tailored to each client’s unique needsProvide guidance in areas such as:Debt management (e.g, student loans, credit cards, consolidation strategies)Retirement planning (e.g, IRAs, 401(k)s, income strategies)Wealth building (e.g, investment strategies, goal-based saving)Estate planning basics (e.g, wills, trusts, beneficiary designations; in collaboration with legal professionals)Monitor progress and adjust plans as clients’ circumstances or goals evolveEducate clients on financial concepts to empower decision-makingMaintain accurate and confidential records in secure digital systemsStay current on financial regulations, planning tools, and market trends
EDUCATION
Pikes Peak State College
Associate's degree
ABOUT ANDREW BROWN
Beside helping families grow their wealth I am a firefighter with Colorado Springs fire…
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