Fernando Vidal-Otero
Financial Advisor
- Role
- Financial Advisor at Equitable Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Fernando Vidal-Otero
I aim to help my clients plan for their future, so they can reach their personal and financial goals.
Experience
Financial Advisor
Apr 2021 — Present · Tampa, FL, US
Education
Universidad de Puerto Rico Recinto Mayaguez
Bachelor of Business Administration (BBA), Marketing & Finance
2004 — 2008
Skills
- Risk Management
- Financial Services
- Entrepreneurship
- Retirement Planning Specialist - Qualified Plans
- Financial Analysis
- Employee Benefit Strategies
- Executive Benefit Strategies
- Estate Planning Strategies
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