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Eric Fernando

Financial Advisor @Northwestern Mutual

Monroe, NJ, US
EMAILS
e••••••••@nm.com
MOBILE NUMBERS
+17•••••••51

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WORK HISTORY

Sep 2009 — Present

Financial Advisor @Northwestern Mutual

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 ServiceMicrosoft WordRetirementMicrosoft OfficeRetirement PlanningLong-Term CareFinanceWhole LifeFinancial AnalysisProcess ImprovementStrategic Financial PlanningLeadershipData AnalysisFixed AnnuitiesDisability InsuranceMicrosoft PowerpointSeries 7Financial ModelingPublic SpeakingSocial MediaPowerpointFinancial PlanningLife & Health Insurance LicensesMicrosoft Excel

ABOUT ERIC FERNANDO

Experienced Financial Advisor with a demonstrated history of working in the financial…

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