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Start for FreeMarkus de Jesus
Regional Vice President, West Region @Equitable Advisors
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WORK HISTORY
Regional Vice President, West Region @Equitable Advisors
San Francisco, CA, US
EDUCATION
California State University, Chico
Bachelor of Science (B.S.), Health Services Administration
California State University, Chico
Bachelor of Business Administration (B.B.A.), Marketing
ABOUT MARKUS DE JESUS
Markus De Jesus is located in San Francisco. He received a his degree at California State University, Chico obtaining a B.S. in Business Administration and Healthcare Administration.Since then he has found his passion with working with individuals and small business owners navigate their financial picture through simplification and education. Having been licensed with the Series 66, Series 7, as well as, California Life Accident and Health, he has provided holistic financial planning by assessing clients situation, prioritizing goals and concerns, and providing recommendations.If you feel like you do not fully understand your picture or need clarification on where you are in your finances, please reach out and schedule a complimentary one-on-one! Email: m••••••••@equitable.comPhone: 41••••••04At Equitable Advisors, our comprehensive planning approach allows us to service all client needs withAsset ManagementRetirement and Estate Planning StrategiesLife InsuranceLong term care and disability insuranceAdditionally, we specialize in strategies for small business owners in regards to Employer Sponsored Plans Retirement PlansEmployee BenefitsExecutive CompensationThe main focus being to help individuals and small businesses Protect, Accumulate, and Transfer Wealth Tax Efficiency via comprehensive financial planning.
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