Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Additional Information
Timeline
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Benito Ibarra

Financial Advisor
Chicago,IL

Summary

Fiduciary financial advisor making sure every part of clients financial world works together to create the life clients want to live, looking at everything through a comprehensive lens. Focus on holistic strategies that support both short- and long-term objectives, and when specific needs arise, help find a solution that best suits clients.

Overview

8
8
years of professional experience
2
2
years of post-secondary education
2
2
Certifications

Work History

Financial Advisor

New York Life Wealth Management – Eagle Strategies LLC
Chicago, IL
12.2019 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing financial portfolios.
  • Typical clients work with are physicians, business owners, pre-retirees, and retirees
  • Understand everyone has different philosophy of money and be able to relate with each client.
  • Finished top 10% in company 2020 with first year commission sales

Partner

New York Life
11.2021 - 08.2023
  • Strengthened professional relationships through active participation in industry conferences and events.
  • Utilized resources to research specific categories to reach certain clientele
  • Helped agents with four years or less of experience to help find financial needs by asking detailed questions and properly making recommendations
  • Helped develop agent to #1 ROY in sales
  • Conserve positive work environment and collaborate with other colleagues with specific financial planning.

Financial Representative

Northwestern Mutual
12.2015 - 08.2019
  • Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
  • Received highest achievement as ROY with 100 new clients in first year
  • Developed tailored investment strategies to optimize clients'' long-term financial goals.
  • Assisted in development of comprehensive marketing materials highlighting unique value proposition of firm's product offerings.

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL
08.2013 - 12.2015

Skills

Fluent Spanish speaker

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Affiliations

MOLA – Medical Organization of Latino Advancement

https://www.chicagomola.com/

Board of Direct Oct 19 - Present

  • As a BOD I help create advanced financial planning for our attending physicians and help MOLA grow nationwide
  • Help plan monthly dinners or activities with a wellness development topic, which may include financial wellness, exercise or health-issues, Lifestyle Medicine or other topics of interest to physician personal development and wellness

LEDA - Latino Economic Development Association

Help individuals and business owners resolve day-to-day challenges and offer guidance to businesses that are committed to continued growth.

Certification

Series SIE 6, 63, 66, 7

Additional Information

Yearly financial presentations to different residency and fellowship programs:

  • Project IMG – New York City
  • Residency Success – New York City
  • PGY3+ Internal Medicine, General Surgery, Anesthesia - Chicago

Timeline

Partner

New York Life
11.2021 - 08.2023

Financial Advisor

New York Life Wealth Management – Eagle Strategies LLC
12.2019 - Current

Financial Representative

Northwestern Mutual
12.2015 - 08.2019

Bachelor of Science - Finance

University of Illinois At Chicago
08.2013 - 12.2015

Series SIE 6, 63, 66, 7

Life & Health Insurance License

Benito IbarraFinancial Advisor