|AXA Advisors, LLC
|1003 Bishop Street Suite #1450
About My Practice
I believe in financial planning using a holistic approach. This means taking the time getting to know my clients up close and personal. I provide to my clients more than just the best investment and tax advice in order to grow their wealth, but also help to match and implement tried-and-true strategies to fit each of my client's unique needs and help them reach their goals.
A core belief that guides my practice is total transparency throughout the whole financial planning process. All of my clients are made fully aware of any fees or other forms of compensation that will result from any transaction. I also have structured my practice such that I am a true fiduciary. This means I am legally bound to act in the best interest of my clients.
My team and I specialize in helping our clients navigate through periods of transition. An example of this is helping individuals who are shifting careers, whether it be to a new position in a different state or having the conversation about when the right time to retire is; we provide clarity and confidence to our clients financial futures. We accomplish this by marrying comprehensive financial analysis and planning with the personal understanding gained through the trusted relationships built with our clients.
Areas of Specialty
Comprehensive Financial Planning
Investment and Asset Management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life and Health
Security Licenses: Series 7, Series 66
Education: Finance, Cum Laude
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation