Edwin Salazar

Wealth Advisor @A.G.P. Alliance Global Partners

Orlando, FL, US
EMAILS
e•••••••@allianceg.com
MOBILE NUMBERS
+14•••••••08

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WORK HISTORY

Jan 2023 — Present

Wealth Advisor @A.G.P. Alliance Global Partners

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I am on the team of a different kind of Advisor. We are seasoned professionals serving business owners and individuals seeking more creative \"out-of-the-box\" solutions. Through strong interpersonal communication we learn what matters most and offer smart, nuanced, strategic guidance. Our approach is transparent and we work well with families seeking a more personal relationship with their legal, tax, trust, investment, and charitable advisor. I am interested in meeting individuals who share our vision to work together as a single unit to achieve the greatest benefit to the client. It would be a privilege and an honor to represent you and your interests.

EDUCATION

N/A

San Francisco State University

Economics

SKILLS

Asset ManagementDebt Management401kRetirement PlanningIncome ProtectionFinancial ServicesFinanceAsset AllocationMutual FundsFixed AnnuitiesInvestmentsRetirementStrategic Financial PlanningSecuritiesWealth Management ServicesEstate PlanningTax Mitigation PlanningLeadershipFinancial AdvisoryInvestment StrategiesFinancial PlannersPortfolio ManagementWealth ManagementInvestment AdvisoryInvestment ManagementCollege Savings PlansBusiness PlanningTrusted Advisor

ABOUT EDWIN SALAZAR

I am on the team of a different kind of Advisor. We are seasoned professionals who work…

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Edwin Salazar — Email, Phone Number & Contact Info | Unifers