Welmer Neri
Executive Director @Surge Financial
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WORK HISTORY
Executive Director @Surge Financial
Danville, CA, US
My Agency is not just about building wealth but about transforming that wealth into Our meaningful impact, helping you turn dreams into reality. Whether you’re championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference.What we do is What We Do:Empowering individuals and families to take ownership of their financial future and providing comprehensive solutions and mentorship to achieve financial independence
SKILLS
ABOUT WELMER NERI
I’m an Executive Coach in financial services, helping individuals retire with confidence…
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