Agate Financial Partners
United States, Newport
As a financial services professional with over 25 years of experience, I specialize in building lasting relationships with clients by serving as a trusted advisor.
Main Services:
Financial Services, Wealth Management, Investment Planning, Retirement Planning, Insurance Services, Financial Advisor, Financial Planning, Estate Planning, Investment Management, Tax Planning
My designations and licenses, including Chartered Retirement Planning Counselor (CRPC®), Series 6, 63, and 65 registrations, and Life & Health and Long Term Care insurance, allow me to provide customized investment, insurance, and wealth management solutions tailored to each client’s financial goals. I passionately educate my clients so they feel empowered during the financial planning process. My comprehensive approach involves assessing their total financial picture and risk tolerance in order to develop strategies aligned with their needs. I leverage financial analysis software and proven processes to ensure my clients understand their options and are working towards long-term financial security. Communication, trust, and excellent customer service are the cornerstones of my practice. I strive to be a knowledgeable resource for my clients while helping them progress through life’s financial journey with confidence. My mission is to take a goals-based wealth management approach so my clients can achieve the financial future they envision.