Stephan Collaro

Financial Advisor @RMR Wealth Builders, Inc.

Tampa, FL, US
MOBILE NUMBERS
+19•••••••60

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WORK HISTORY

Dec 2018 — Present

Financial Advisor @RMR Wealth Builders, Inc.

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Plan\\\\nYour personalized Financial Plan translates your complex financial picture into an understandable framework to help you visualize how you will provide for your future needs and achieve your financial goals.\\\\n\\\\nBuild\\\\nRMR’s flagship investment program, Pillar Portfolios, is designed to help your portfolio Build & Grow to meet your goals. Our Investment Managers oversee the selection of your investments and your account is automatically rebalanced to keep your account on track.\\\\n\\\\nProtect\\\\nIt is important to have a strategy to safeguard and secure the future for you and your loved ones. A well-thought out Risk Management Plan envisions the unexpected and ensures that you have what you need when it matters most. A thoughtful plan assesses how to pay outstanding debts, funeral expenses, estate taxes, care expenses, lost wages, educational costs, and more.\\\\n\\\\n

SKILLS

LeadershipOutlookSearch Engine Optimization (SEO)Event ManagementDocument ManagementPositive AttitudeAccessTime ManagementCustomer ServiceEditingData EntryStrong Work EthicTeamworkPublic SpeakingMicrosoft OfficePowerpointMarketingHighly PersonableMicrosoft WordResearchSocial MediaSeries 7Position Manual CreationSocial NetworkingMicrosoft ExcelEvent Planning

ABOUT STEPHAN COLLARO

Whether you\'re working to provide security for your family, your employees, or your…

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