Jenna Santos
Partner & Financial Advisor, Royal Wealth Planners
- Role
- Financial Planner at Equitable Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jenna Santos
I focus on comprehensive financial planning for those who are self-employed or own closely-held businesses in the Equestrian & Oil and Gas industries. My passion is educating & helping clients make good financial decisions and plan for their future with tax efficient wealth accumulation strategies, protecting their families with life & disability insurance, and providing estate planning strategies to pass on wealth efficiently to the next generation.What makes Royal Wealth Planners different: Emphasis on tax efficient wealth accumulation strategies while protecting against volatility, long term care, step-up in basis, etc.Access to 100s of investment and insurance options allowing customized planning for each of comprehensive financial planners and staffReady to meet?Connect with me here on LinkedIn, or give me a call at 97••••••35
Experience
Financial Planner
May 2020 — Present · Dallas, TX, US
Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Education
The John Cooper School
High School Diploma
2003 — 2016
University of Oklahoma - Price College of Business
Finance
2016 — 2020
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