Bulent Erol

About Bulent Erol

My core values are honesty and integrity.• Passionate about helping my clients eliminate their financial worries.• Want to make a difference in people\'s lives.• Honored to be my clients\' trusted advisor by partnering with them in reaching their goals.• Offer a \'second opinion service\' • I am a Chartered Federal Employee Benefits Consultant (sm) certificant• Being an independent advisor allows me to find the right solution for my clients.• Help my clients make smarter decisions about money by introducing different perspectives about emotional biases they may have• Provide comprehensive financial planning that looks at all areas of their life to be aligned with their goals and their dreams.• Believe in \'giver\'s gain\'• Believe financial planning and life insurance are all \'acts of love\' for the ones we care about.• Always do what is right for my clients.• 25+ years experience in the industry; filled a lot of roles from being a VP of a global insurance company to being an entrepreneur.

Experience

1. Financial Advisor

   Lhd Insurance & Financial Services

   Jan 2004 — Present

   25+ years in Finance and Insurance IndustryHelp my clients make the smartest decisions about their hard earned money to invest in the right products to reach their personal goals.Provide comprehensive financial planning.Become their trusted adviser and partner in reaching their financial goals.Provide services to businesses to set up their retirement plans.Offer:Life Insurance, Disability Insurance, College Planning as part of the financial plan or individually.Also 401K Planning | IRAs | Annuity | Federal Employee Benefits | Tax PlanningLicensed in CA.#0C63007Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services may also be offered through HBW Advisory Services LLC. LHD Insurance & Financial Services, HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.

Education

• Boğaziçi University

  Bachelor of Arts (B.A.), Business Adninistration

  1984 — 1988

• Avusturya Lisesi

  High school

  1976 — 1984

Skills

• Retirement
• Strategic Financial Planning
• 401k Rollovers
• Sales Management
• Iras
• Executive Management
• Business Planning
• Life Insurance
• Finance
• Asset Management
• Marketing
• Health Insurance
• Sales
• 401k
• Wealth Accumulation
• Strategic Planning
• Training
• New Business Development
• Retirement Planning
• Term Life Insurance
• Business Strategy
• Account Management
• Universal Life
• Long Term Care Insurance
• Investments
• Tax Free Retirement
• Insurance
• Business Development
• Wealth Management
• Fixed Annuities
• Leadership
• Financial Services
• Risk Management
• Employee Benefits
• Management
• Team Building
• Disability Insurance