Daniel Finlay
Financial Services Representative @Gfi Global Financial Impact
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WORK HISTORY
Financial Services Representative @Gfi Global Financial Impact
San Diego County, CA, US
Help Families grow more, make more, and Pay less in taxes. Our goal as a company is to leave no family behind, whether it comes to financial planning or just having a plan in place to protect those who matter the most. Our Goal by 2030 is to help million families grow their wealth and get protected to leave a legacy behind. We plan to do this by having 1 million licensed agents by 2030, to distribute education, products, knowledge, and services around the globe. We are a global financial company that can do business in over 21 different countries, Setting us apart from all other competitors. We do this with AI-powered software for an intelligent smooth process for clients, and those working with GFI. If you\'ve seen yourself being a business owner and want to create the life you truly deserve, contact me and we can see if it would be a mutually beneficial fit.
EDUCATION
San Diego Christian College
Bachelor of Arts - BA
Kaplan
Finance and Financial Management Services
ABOUT DANIEL FINLAY
We work with clients to develop individualized financial plans for savings, retirement…
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