Charlene Sasso
Financial Advisor at Prudential
- Role
- Financial Advisor at Prudential Financial
- Location
- Caldwell, NJ, US
- LinkedIn followers
- 500 followers
About Charlene Sasso
As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.
Experience
Financial Advisor
Nov 2013 — Present · Financial Group - Paramus, NJ, US
A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Skills
- Life Insurance
- Finance
- Public Speaking
- Communication
- Risk Management
- Fixed Annuities
- Retirement
- Health Insurance
- Team Building
- Public Seminars
- Marketing for Small Business
- Variable Annuities
- Small Business
- Long Term Care Insurance
- 401k Rollovers
- Retirement Planning
- Community and Volunteer Work
- Property/Casualty
- Disability Insurance
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