Atsuko Zapata-Ninomiya
Financial Consultant @Equitable Advisors
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WORK HISTORY
Financial Consultant @Equitable Advisors
Portland, OR, US
EDUCATION
Harvard Business School Online
Certificate in Management Essentials
Keio University
Bachelor's Degree, Environment and Information Studies
ABOUT ATSUKO ZAPATA-NINOMIYA
Planning and resilience are my guiding principles. After a 20-year career in IT with industry leaders SAP, Symantec and Splunk, I have made a decision to transition into a new role as a Financial Advisor on Equitable\'s wealth management team here in the PACNW.The foundation of my practice with Equitable is to bring clarity, confidence and control to my client\'s future. My focus is partnering with my clients on their financial planning by building long-term relationships and providing an exceptional experience that redefines what you expect from your advisor.The three main areas I will help add value include:1. Managing Assets - is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth?2. Risk Management - where are you exposed, and what programs make sense to consider limiting your exposure? Financial Planning - you are doing a lot of good things, but do you know where that will get you? We can show you how you are tracking towards goals and what needs to be done to achieve these goals.Awarded Bachelor of Environment and Information Studies from KEIO University. 20 years IT sales and enablement experience at SAP, Symantec and Splunk.FINRA Registered for SIE, Series7, 63, 65 plus life and health Insurance licensed. English/Japanese fluent plus Chinese.If you\'re interested in learning more about our services offered, please contact me directly at A••••••••@equitable.com
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