Arvind Sood
Financial Consultant and Retirement Specialist -Wharton Certificate in Retirement Planning at Equitable Advisors
- Role
- Financial Consultant and Retirement Planning Specialist at Equitable Advisors
- Location
- Woodbridge, NJ, US
- LinkedIn followers
- 500 followers
About Arvind Sood
My professional focus is helping individuals and companies with their retirement, savings and insurance needs. My education and experience help me communicate complex issues and analysis clearly. I\'ll skip the jargon. Because I want you to be comfortable with the program we develop, we\'ll work collaboratively throughout the entire process.Once you\'ve decided upon a strategy that meets your needs and that you are ready to put into action I\'ll go over your options, helping you select a combination of products and services that make sense and suits your goals. Over time, I\'ll follow up with you to make sure things are on track and proceeding according to plan.
Experience
Financial Consultant and Retirement Planning Specialist
Jun 2020 — Present · Woodbridge, NJ, US
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).\"
Education
University of Pennsylvania - The Wharton School
Retirement Planning Specialist
2004 — 2004
Skills
- Asset Management
- Insurance
- Investments
- Securities
- Estate Planning
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Financial Services
- Retirement Planning
- Finance
- Portfolio Management
- Investment Advisory
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