Arinze Anakwenze
Scottsdale,Arizona
Summary
Advisor with over 6 years of experience in the financial services industry. Committed to helping client’s overcome financial obstacles and achieve optimal financial goals.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Advisor/Life Insurance Agent
Revolution Financial Management
- I served as an advisor and life insurance agent for Revolution Financial Management. I supported family’s, individuals, and business owner’s in creating financial plans structured to provide financial planning at different stages of the client lifecycle. Upon meeting with client’s I assessed their financial needs, goals, and conducted detailed review of overall financial circumstances. This provided context to give client’s in depth feedback on investment strategy, budgeting, estate planning, and more. In this role I helped high net worth client’s and those who were low socioeconomic conditions. I also gained experience consulting clients about annuity products, life insurance products, and investment vehicles for retirement.
Investment Advisor
Edelman Financial Engines
07.2023 - Current
- I consult clients primarily on retirement planning as an investment advisor with Edelman Financial Engines. Clients receive in depth financial planning reviews regarding retirement planning, investment vehicle recommendations, portfolio optimization, and more. This role requires advisors to stay up to date with market trends, and help clients at different points of investment time horizon. I give client's realistic retirement income expectations based on age, contributions rates, and budget. Advisors in this role must develop strong skills in Salesforce and CRM related tools. Understanding of 401ks, IRA’s, and other retirement investment vehicles is required to be successful in this position.
Education
Bachelors -
Mississippi Valley State University
Itta Bena, MSMaster's - Sport Management
University of San Francisco
San Francisco, CASkills
- Salesforce
- CRM
- Sales
- Great Communication
- Financial Planning
- Microsoft Word
- Presentation Skills
- Portfolio Optimization
- Critical thinking
- Time management
- Written communication
Certification
Passed Series 65 and passed SIE. CFP designation will be acquired in 2025, currently studying for CFP designation. WNBPA sports agent license.
LANGUAGES
English | Native
Timeline
Investment Advisor
Edelman Financial Engines
07.2023 - Current
Advisor/Life Insurance Agent
Revolution Financial Management
Bachelors -
Mississippi Valley State University
Master's - Sport Management
University of San Francisco
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