Luis Antonio Ayala

About Luis Antonio Ayala

Preparing for the next step in life isn’t always easy. Knowledge is the key to a…

Experience

1. Independent Financial Advisor

   Transamerica

   May 2024 — Present · Los Angeles, CA, US

   Series 6, 63 and 65Our team is specialized to do the following: Guide you to set up a Financial Plan that will allow you to meet your short-term, mid-term and long-term goals. Some of the companies that we work with to serve our clients are Transamerica, Nationwide, Pacific Life, Prudential, etc! Are you looking to invest and/or insure your money, protect your 401K, take advantage of tax deductions, protect your income, etc. Let\'s work together!1.) Contact both my warm market and extended markets to offer financial planning services.2.) With those that I was able to meet with, my team and I would first gather data.3.) We would then come up with recommendations by putting together both an insurance plan and investment plan that would fit our clients best. 4.) In our second meeting with our client, we would present their analysis and offer these recommendations and move into the implementation phase.5.) We would finally implement our clients plans by opening the proper accounts, both insurance and investments, to make sure that our clients were on their way to a succesful future. The key objective: Make sure that our clients are properly protected and ready to take on their financial future with the proper plan.*We serve at an independent level, allowing us to choose the best products for our clients.

Education

• West Los Angeles College

  Associates of Arts Degree, Administration of Justice and Business

  2010 — 2014

• California State University, Los Angeles

  Bachelor of Science, Business Administration; Management-Entrepreneurship

  2014 — 2016