Stephen Aguirre
Financial Professional & Licensed Agent | New York Life
- Role
- Agent at New York Life
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Stephen Aguirre
I’m a relationship-driven leader who believes people do their best work when they feel…
Experience
Agent
Nov 2023 — Present · San Francisco, CA, US
CA Insurance License #43•••09Personalized Financial Solutions: Collaborate with clients to develop tailored financial plans that address their unique needs and goals, including life insurance, retirement strategies, and investment options.Comprehensive Needs Assessment: Conduct thorough analyses of clients\' financial situations to provide strategic recommendations that enhance their financial security and growth.Relationship Building: Cultivate long-term relationships with clients through consistent communication, trust-building, and exceptional customer service.Education & Guidance: Empower clients with knowledge about financial products and services, enabling them to make informed decisions for their financial futures.Community Involvement: Engage with local communities to promote financial literacy and well-being, reinforcing the importance of planning for the future.
Education
Barowsky School of Business – Dominican University of California
Bachelor's degree
2018 — 2022
Dominican University of California
Bachelor of Arts - BA
2018 — 2022
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