Ellen Desarno
CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors
- Role
- Certified Financial Planner Tm Professional at Equitable Advisors
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
About Ellen Desarno
I\'ve been helping clients develop and maintain sustainable retirement portfolios for over…
Experience
Certified Financial Planner Tm Professional
Mar 1990 — Present
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact a••••••••@equitable.com. Complaints about an Equitable Advisors FP should be directed to c••••••••@equitable.com.CA Insurance Lic# 0H44952
Skills
- Securities
- Asset Allocation
- Tax Efficiency
- Retirement
- Risk Management
- Fixed Annuities
- Financial Strategy
- Long-Term Care
- Strategic Financial Planning
- Annuity Sales
- Mutual Funds
- Investment Advisory Services
- Wealth Management Services
- Employee Benefits
- Retirement Planning
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