Heath Geller
Strategic Financial Advisor/ Wealth Management/Life, Health, and Disability Insurance/Tax-Efficient/ Retirement Plans/ Financial Advise in simple words/ Empowering Client’s Goals and Future!
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Heath Geller
Super excited to embark on this new endeavor by starting my own business partnering with northwestern mutual! Starting a new business as a financial advisor is exhilarating! With a deep understanding of financial markets and a passion for helping others achieve their financial goals, embarking on this journey requires meticulous planning, market research, and building a solid client base. Establishing trust and credibility are paramount, as clients entrust their financial futures to your my own expertise. Crafting personalized financial strategies and staying abreast of industry trends are essential for success in this dynamic field. The opportunity to make a meaningful impact on individuals\' financial well-being makes the venture immensely rewarding! Getting my BA in psychology from hunter college always allowed myself for various different ventures, and I have always had an extreme passion for helping others! Looking forward to networking with good, honest people like myself and helping in a plethora of different financial needs and goals!
Experience
Financial Advisor
Present
Education
Hunter College
Bachelor of Arts - BA, Psychology
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