Tony Guggino
New York,NY
Summary
Organized and results-oriented Planner Creating plans to achieve clients financial objectives. Possesses strong communication, customer service and problem-solving skills.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Insurance & Investment Planner
Self Employed
03.1991 - Current
- Analyzed my prospective clients complete financial plan
- Identified potential risks regarding their Life Insurance, Disability Insurance, retirement plan funding, educational funds, and liability insurance.
- Searched the market plan, with their budget in mind, and presented a number fo alternative solutions
- Then worked closely with the client to assure a smooth underwriting process
- I also have extensive experience in the design and implementation of Qualified Plans
Education
High School Diploma -
Fort Hamilton High School
Brooklyn, NY06.1982
Skills
*I'm quickly able to determine solutions by reviewing the facts
*My ability to ask the right questions allows the client to feel they are understood
*My ability to design a complete plan within the client's budget
Certification
I'm a CLU( Chartered Life Underwriter, and a ChFC( Chartered Financial Consultant)
Dancing
I dance for relaxation, exercise, the social aspect, and the great satisfaction of leading a partner.
I'm a Salsa dancer and have preformed 7 times over 20 years
Additional Information
After many years and prospecting and selling, I find myself just wanting to design and assist in the implementation of financial planing
Timeline
Insurance & Investment Planner
Self Employed
03.1991 - Current
High School Diploma -
Fort Hamilton High School
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