Jeannie Samdani

Financial Planner @Wealthline Financial Advisors

Louisville, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Financial Planner @Wealthline Financial Advisors

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8134 New LaGrange Road, KY

In July 2014 I became a Chartered Mutual Fund Counselor (CMFC). This is a designation awarded by the College for Financial Planning.

SKILLS

Variable AnnuitiesLife InsuranceFixed AnnuitiesLong Term Care InsuranceMedicareAlternative InvestmentsAsset AllocationMutual FundsHealth InsuranceEtfsInvestment AdvisoryRetirement Planning

ABOUT JEANNIE SAMDANI

My philosophy is “Your Needs Come First”. My goals as your LPL Financial Planner…

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Jeannie Samdani — Financial Planner at Wealthline Financial Advisors in Louisville, KY, US | Unifers