Alex Maldonado

Role: Cima Financial
Location: Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers: 500 followers

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About Alex Maldonado

Who we are: Bilingual financial planning firm that values Wellbeing, Integrity…

Experience

Cima Financial
Present

Skills

Sales
Teamwork
Risk Management
Financial Planning
Cash Management
Finance
Microsoft Excel
Customer Service
Leadership
Wealth Management

Contact information

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Current company

Cima Financial

Financial Services · 3 employees · Founded 2021 · Raleigh, North Carolina, United States

Who we are: Bilingual financial planning firm that values Wellbeing, Integrity, Faith, and Excellence. What we do: Bring order and clarity to business owners and individuals financial lives allowing them to make confident decisions and focus on what is most important. How we do it: Identifying financial gaps that may exist and guide our client through potential courses of action. We manage cashflows and risk, and we implement the appropriate protection, investment, tax, retirement, and estate planning strategies. Why we do it: To enrich the quality of life of those we serve. https://carolinas.massmutual.com/about-us/licenses

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