Huy Hoang
- Role
- Financial Advisor at Equitable Advisors
- Location
- Riverside, CA, US
- LinkedIn followers
- 500 followers
About Huy Hoang
My parents always said,\"Do what you love, as long as it helps others.\" This idea of…
Experience
Financial Advisor
Jun 2023 — Present
Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. • Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis. • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform).
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