Eric Fernando
Financial Advisor at Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Monroe, NJ, US
- LinkedIn followers
- 500 followers
About Eric Fernando
Experienced Financial Advisor with a demonstrated history of working in the financial…
Experience
Financial Advisor
Sep 2009 — Present · Princeton, NJ, US
My goal is to develop enduring relationships with clients by getting to know them personally, professionally, and financially. I work with clients to identify their definitions of financial security and then focus on solutions that can help make their financial goals a reality. Together we develop a plan with emphasis on both offensive and defensive areas to accomplish the things that are most important to them.
Skills
- Customer Service
- Microsoft Word
- Retirement
- Microsoft Office
- Retirement Planning
- Long-Term Care
- Finance
- Whole Life
- Financial Analysis
- Process Improvement
- Strategic Financial Planning
- Leadership
- Data Analysis
- Fixed Annuities
- Disability Insurance
- Microsoft Powerpoint
- Series 7
- Financial Modeling
- Public Speaking
- Social Media
- Powerpoint
- Financial Planning
- Life & Health Insurance Licenses
- Microsoft Excel
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