Emiro Rotundo

Wealth Management Analyst @Finance Professional Development Program Fpd

Gainesville, FL, US

Secured 1st place out of 9 teams in a case study competition where all teams developed comprehensive financial plans for the same hypothetical family of four, with my team delivering the most effective solution addressing assets, investments, income, debt, insurance, and financial goals such as retirement, education savings, and major purchases-Created detailed financial models using Excel/MoneyGuidePro, including cash flow, investment, and goal projections-Presented client-specific recommendations based on an analysis of financial status, future goals, and actionable strategies for long-term financial successfully