Michael Oconitrillo

Financial Professional @Strategic Fortune Wealth Management

Analyze the financial information that clients have provided to create plans for achieving their financial objectives • Create financial papers like investment reports and income estimates • Develop and maintain the relationship with the client • Keep portfolios of clients up to date • Keep in touch with clients to learn about any changes to their financial situation • Maintain adherence to all banking sector norms and regulations • Provide customers with advice on solutions for insurance protection, investment planning, cash management, and other areas to assist them to achieve their financial goals • Prepare or analyze reports on investment performance, income estimates, and summaries of financial documents for customers • Put financial strategies into action and plans to see where alterations are necessary due to situational concerns, economic or life changes, or poor financial performance • Speak with customers about their costs, income, insurance coverage, financial goals, tax situation, risk tolerance, and other factors to gather the necessary data to create a financial plan • Set up progressive savings accounts, buy stocks and bonds, and remove funds from accounts following industry and government rules • Research the industry to remain abreast of financial trends