Barbara Pietrangelo
Financial Planner at Pruco Securities, LLC
- Role
- Financial Planner at Pruco Securities, Llc at Prudential Financial
- Location
- Ada, MI, US
- LinkedIn followers
- 500 followers
About Barbara Pietrangelo
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner at Pruco Securities, Llc
Oct 1991 — Present · Grand Rapids, MI, US
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 solutions 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.
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