Francesco Catalano
Consultant | Advisor | Wealth Management | Comprehensive | Holistic | Financial Planning | Retirement Planning | Investment Advisor | Markets | Macro |
- Role
- Financial Consultant at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Francesco Catalano
As an Financial Consultant with Equitable Advisors, I work with clients to help develop…
Experience
Financial Consultant
Oct 2020 — Present · Secaucus, NJ, US
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Incorporate Holistic Financial Planning strategies to provide recommendations for appropriate financial products and services including life insurance, annuities, and investment management options • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis• Contact clients periodically to determine if there have been changes in their financial status• Provide knowledgeable, objective customized financial guidance to various consumer segments
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