Ver categorias
Explorar
Fiverr Pro
Português
$
USD

Financial Planner
Habilidades

Financial Advisor
AXA
Jul 2010 - Present • 15 yrs 10 mos
Provides financial planning services focused on life insurance, health protection, and long-term wealth security. Advises clients on risk management, investment-linked products, and financial goal setting. Builds client relationships grounded in trust, integrity, and ethical financial stewardship. Conducts financial consultations tailored to individuals and families.