Jonathan Delo CFP, RFC, ADPA
Blauvelt,NY
Summary
Motivated Certified Financial Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Certified Financial Planner
Ameriprise Financial
07.2006 - 06.2022
- Established and deepened existing client relationships through complex financial planning.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Advised clients on investments, retirement and estate planning.
Education
Computer Science
Manhattan College
The Bronx, NYCertified Financial Planner
Kaplan University
Davenport, IA05.2006
Skills
- Investment Fund Management
- Operational Improvements
- Credit Management
- Customer Referrals
- Financial Data Gathering
- Forecast Tracking
- Market Valuations
- Financial Documentation
- Mutual Funds and Liabilities
- Constructive Feedback
- Quality Assurance
- Client Confidentiality
- Financial Budgeting
- Financial Plan Preparation
- Presentations
Certification
Series 7 and 66
Life, Health, Annuities
CFP-Certified Financial Planner
RFC
ADPA
Timeline
Certified Financial Planner
Ameriprise Financial
07.2006 - 06.2022
Computer Science
Manhattan College
Certified Financial Planner
Kaplan University