Flavia N.
Wealth Advisor @SteelPeak Wealth
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WORK HISTORY
Wealth Advisor @SteelPeak Wealth
Boca Raton, FL, US
In my role as a Wealth Advisor at SteelPeak Wealth, I manage client relationships by providing financial planning, goal setting, and regular financial reviews. Collaborating with individuals and businesses, I focus on goal setting and cash flow management to ensure financial success for my clients. Additionally, I oversee loan management, operations, account access, and financial strategies to enhance client wealth management at SteelPeak Wealth.
ABOUT FLAVIA N.
At SteelPeak Wealth, my focus lies in fostering robust client relationships and sculpting…
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