Natalie Soo-Hoo
Financial Professional @Prudential Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Professional @Prudential Financial
CA, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
EDUCATION
University of California, Los Angeles
Bachelor of Arts
ABOUT NATALIE SOO-HOO
In my role as a Financial Professional for Prudential, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include: • Creating, developing, and maintaining relationships with new and existing clients • Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs • Developing customized ideas and solutions for each one of my clients • Helping clients meet their protection needs through a variety of insurance products • Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessary. Prior to starting my career with Prudential, I attended U.C.L.A. and I received a degree in Psychology. After graduation, I also worked in Media, both Digital and Print, as a Senior Account Executive. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Professional that I am today. Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.