Kadyn B.
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Aug 2023 — Present · Los Angeles, CA, US
Acquiring and onboarding clients through various forms of prospecting such as referrals, social media marketing, cold calling and company lead generation- Collaborating with clients to assess their financial goals, risk tolerance, and investment preferences- Conducting in-depth financial analyses to develop personalized financial plans and investment strategies- Providing guidance on retirement planning, tax optimization, and estate planning- Maintaining strong client relationships through regular communication and client education initiatives- Demonstrating a commitment to ethical and transparent financial practices
Education
The American College of Financial Services
Chartered Financial Consultant (ChFC), Finance
Palomar College
Business Administration
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