Saeed Shanjani
Financial Fitness Associate @FinFit Life
Signup · Get unlimited contacts
WORK HISTORY
Financial Fitness Associate @FinFit Life
Educate and guide clients on budgeting, debt reduction, insurance solutions, and long-term financial planning• Conduct one-on-one consultations to assess client needs and develop personalized financial wellness plans• Collaborate with a team of professionals to provide holistic support, including life insurance, annuity, long term care, college funding • Host financial literacy workshops and community outreach events to promote education and awareness• Assist with client onboarding, follow-ups, and ongoing check-ins to ensure consistent progress toward financial goals• Stay up to date on financial trends, products, and regulatory changes to provide accurate, timely advice• Leverage digital tools and platforms to track financial progress and engage clients with interactive resources
EDUCATION
Foothill College
Computer Science
Azad University, Khameneh, Iran
Associate's degree
ABOUT SAEED SHANJANI
Experienced associate with a demonstrated history of working in the financial services…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.