Bilal Afolabi

About Bilal Afolabi

The more you earn, the more complex your finances become.What starts as a few accounts and advisors turns into disconnected decisions, surprise tax bills, and uncertainty about whether everything is really working together.On paper, you’re doing well. But behind the scenes?You’re overpaying in taxes and no one’s stopping it. Your CPA and financial advisor rarely talk. Your net worth keeps growing, but managing it feels scattered.Most of my clients already had an advisor. They weren’t doing anything wrong. They just didn’t have someone connecting the dots, so nothing worked as a whole.I help Executives and Business Owners reduce taxes by bridging gaps between advisors. Replace complexity with one clear system. Make every dollar work together without adding to your to-do list.If you’re tired of:Overpaying in taxes.Managing accounts across too many platforms.Wondering if your wealth is really working for you.Message me the word \"Chosen\" here on LinkedIn or my email b••••••••@nm.comLet’s fix it.

Experience

1. Founder & Wealth Management Advisor

   Northwestern Mutual

   May 2012 — Present

Education

• Fairfield University

  Certified Financial Planning Program

• Central Connecticut State University

  Bachelor's Degree, Finance

Skills

• Microsoft Office
• Insurance
• Powerpoint
• Leadership
• Public Speaking
• Investments
• Strategic Financial Planning
• Microsoft Powerpoint
• Social Media
• Teamwork
• Risk Management
• Time Management
• Finance
• Customer Service
• Financial Planning