Tsuneko Nakatani
Financial Adviser helping clients with custom tailored solutions to estate conservation, retirement planning, college funding, insurance protection, employee benefits, and other personal or business financial needs
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Tsuneko Nakatani
Watching my father take care of my mother who died of cancer, and care for his aging…
Experience
Financial Services Professional
Feb 2018 — Present · Seattle, WA, US
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
San Francisco State University
MSBA
Kobe University
BS
Skills
- Insurance
- Retirement
- Life Insurance
- Estate Planning
- Licensed Life Insurance Agent
- Retirement Planning
- Protection Planning/Family Security
- Wealth Preservation Planning
- Financial Services
- Multi-Generational Wealth Transfer
- Key Person Protection
- Multi-Generational Planning
- Gifting Strategies
- Legacies
- Risk Management
- Iras
- Small Business
- Auunity Sales
- Multi-Tasking Skills
- Income Protection
- Key Person
- Legaci
- Guaranteed Lifetime Income
- Long Term Care Insurance
- Permanent Life Insurance
- Personal Finance
- Protection Planning
- Retirement Income Strategies
- Succession Planning
- Wealth Pre
- Wealth Transfer
- Relationship Building
- Business Development
- Business Networking
- Communication
- Problem Solving
- Sales Management
- Workshop Facilitation
- Strategic Planning
- College Recruiting
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