Natalie Soo-Hoo

Financial Professional @Prudential Financial

Los Angeles, CA, US
EMAILS
n••••••••@prudential.com
MOBILE NUMBERS
+18•••••••84

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WORK HISTORY

Jul 2023 — Present

Financial Professional @Prudential Financial

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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

N/A

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.

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