Fatema Udaipurwala
Financial Advisor at Eagle Strategies, LLC: specializing in retirement, estate, distribution planning, insurance protection, business planning -- helping families and business owners.
- Role
- Financial Services Professional at Nylife Securities Llc at New York Life
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Fatema Udaipurwala
As a licensed Financial Adviser with Eagle Strategies LLC and a licensed agent to sell insurance through New York Life Insurance Company, I offer personalized financial advice and strategies tailored to each client\'s unique needs and goals. With over two decades of experience in financial services, I specialize in insurance and investment planning, asset allocation and diversification, retirement, long-term care planning, and estate/legacy planning for high-net-worth individuals and privately held businesses. I hold the prestigious CFA designation and have participated in New York Life\'s training program. My client-centered approach involves creating personalized plans to help clients achieve financial security and peace of mind. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to being a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Location: 425 Market Street, Suite 1600 San Francisco, CA 94105 Tel: 41••••••22 My California Insurance license # is 0M12978
Experience
Financial Services Professional at Nylife Securities Llc
Jan 2018 — Present · San Francisco, CA, US
Education
Hinduja College - University of Mumbai
Bachelors of Commerce, Economics & Accounting
1991 — 1995
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