Martin Aiello
Financial Professional @Bnja Insurance And Financial Services
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WORK HISTORY
Financial Professional @Bnja Insurance And Financial Services
San Francisco, CA, US
I am a successful financial professional with experience in all facets of performance services, strategy development and retirement services. Historically, I have had success providing financial services to clients, establishing insurance plans based on client need. I am talented collaborator with the ability to effectively drive communications throughout organizational levels leading to organizational growth.Through a combination of data-driven decision making, an ability to understand process deficiencies, and a keen understanding of how people - whether employees, vendors, clients or partners-impact operations, I offer a track record of multimillion -dollar gains, rapid operational turn arounds, and right-fit infrastructure that grows with the organization. I have a demonstrated proficiency preparing and interpreting financial documentation while communicating with clientele, financial strategies to help ensure client satisfaction. I am skilled in leading cross-functional teams throughout financial planning strategies with the ability to accurately manage retirement planning through sales and financial services.A few of my credentials include.Professional Development - Security License, Series 6 & 63California Insurance and Health License 0M80454Life Underwriter Training Council Fellowship - Enrolled
EDUCATION
Cal State University, East Bay
Bachelors, Liberal Studies
Chabot College, Hayward, CA
Associates of Arts, General Education
ABOUT MARTIN AIELLO
As a Financial Professional, I’m dedicated to helping business leaders have more time to focus on their personal and professional well-being, while leaving their financial concerns to me. My clients come to me when they: Have insufficient cash flow Have tax issues and concerns Need direction regarding circumstances such as death, disability, or retirement Want to leverage business dollars to create personal net worth My clients are tired of putting all their energy into: Figuring out ways to increase cash flow Trying to reduce paying business and personal taxes Succession planning Figuring out how to build wealth and preserve it As we go through my process, my clients are often able to: Save an average of 20% on taxes utilizing tax strategies Be at ease knowing they have a customized financial plan Achieve their personal and financial goals in a shorter time frame to become financially independent Have more personal time and freedom allowing them to pursue their passions How can we work together to customize a financial strategy that works for you and your business? While you’re managing your business, I will assist in helping to maximize your finances. Let me help you run a business strategy that will make your business, personal, and financial life easier. If you’re ready to discuss how we can work together to meet your goals, then I invite you to send me a message here on LinkedIn or book a call with me. Here\'s my calendar: calendly.com/martinaiello Martin Aiello offers products and services using the following business names: BNJA Insurance and Financial Services, Inc.| Ameritas Investment Company, LLC (AIC), Member – securities and investments. AIC is not affiliated with BNJA Insurance and Financial Services, Inc. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
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