Zeina Safi
Financial Services Professional @New York Life
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WORK HISTORY
Financial Services Professional @New York Life
West Palm Beach, FL, US
Licensed Financial Services Professional at New York Life Insurance Company, specializing in insurance sales.• Registered Representative selling Securities through NYLIC Securities LLC.• Developed personalized financial plans for clients to secure their future.• Achieved a 20% increase in client portfolio value through strategic investment recommendations.
EDUCATION
Tishreen University
Bachelor's degree, Clinical Laboratory Science/Medical Technology/Technologist
ABOUT ZEINA SAFI
Every great partnership starts with trust and that’s exactly where mine begins. After years in the corporate world, I realized what truly drives me—working directly with people, building relationships that go beyond transactions and creating solutions that make life simpler.At Investify Wealth Strategies and Insurance Solutions LLC, I partner with strategic business owners to simplify complex financial decisions. From employee benefits to holistic protection strategies, I help design cost-efficient, tax-smart solutions that protect their people and strengthen their business. My approach is built on clarity, education and care because every business deserves more than an 800 number.I believe in putting protection first while optimizing every strategy to fit each client’s unique goals. That means understanding your process, tailoring benefits that attract and retain talent and ensuring every dollar works harder for you and your employees.With experience in leadership, coaching and hands-on work, I’ve learned that success grows through collaboration, not complexity. If you’re ready to create a benefits strategy that’s personalized, practical and designed for growth, let’s connect and build it together.Book a call to start strategizing today: https://calendly.com/zsafinyl/linkedin-connection-call Zeina Safi41••••••••73 Fathom Rd WNorth Palm Beach, FL 33•••••22I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.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.Neither Investify Wealth Strategies and Insurance Solutions LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Investify Wealth Strategies and Insurance Solutions LLC is not owned or operated by New York Life Insurance Company or its affiliates.
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