Esan Wealth

About Esan Wealth

I am a financial advisor at Raymond James. I focus on providing wealth management solutions tailored to each client’s situation. I help affluent clients address their biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, charitable giving, and ensuring their assets are not taken unjustly.My goals-based approach to wealth management places the client\'s goals, priorities and aspirations at the center of the portfolio construction process. I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals. I then employ customized recommendations designed to help address each client’s unique needs and goals beyond simply investments. I maintain the conviction that communication is critical to the client relationship. Therefore, I arrange regular meetings with clients to maintain a comprehensive understanding of their priorities and needs as they may evolve over time. These meetings provide the client with regular briefings regarding their portfolio, its alignment with their goals and the overall market conditions. I enjoy spending time with my family; my three children keep me very busy, reading a good book, watching and playing sports. I am also actively involved in many charities.

Experience

1. Financial Advisor at Raymond James

   Raymond James

   Aug 2019 — Present

   Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Education

• Yeshiva University

  Bachelor of Arts (B.A.), Economics

  2005 — 2008

• City University of New York-John Jay College of Criminal Justice

  Master of Public Administration (MPA), Public Administration

  2008 — 2011

• Arizona State University, W. P. Carey School of Business

  Master of Business Administration (MBA), Finance, Marketing

  2014 — 2016