George Owusu
Client Relationship Specialist
- Role
- Client Relationship Specialist at Charles Schwab
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About George Owusu
My team believe a balanced, long-term strategy that includes both investments & insurance is the best way to achieve financial security. Our comprehensive process ensures that each client\'s plan is aligned with their goals, aspirations & responsibilities.Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: Managing Risk, Wealth Accumulation, and Efficient Wealth Distribution strategies. My team make sure to emphasize the importance of asset growth, income protection & guaranteed income sources that will last a lifetime.Life\'s complexities leave little room for \"standard\" approaches, so this team utilize a four-step approach when working with clients-Get to know clients- their goals & aspirations-Collect data & information regarding their current planning-Create a Personalized Planning Analysis & identify solutions to make their plan better -Review annually and evolve the plan as neededTogether, the team provide the guidance clients need to begin the path to financial security, or help elevate their current plan to a whole new level.
Experience
Client Relationship Specialist
Feb 2025 — Present · Albany, NY, US
Education
University of Cape Coast
Bachelor's degree, Economics
2004 — 2008
Russell Sage College
Master's degree, MBA-FINANCE
2015 — 2017
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