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Romel Hernandez
Business Name:
New York Life
Business Description:
My financial practice at New York Life focuses and specializes in working with individuals and businesses to provide and build comprehensive financial plans. Each plan is completely customized and tailored to the clients' needs and concerns. Our goal is to listen and become a valued trusted partner. We work diligently and work with honesty and integrity for each and every client.
How Business Creates Value:
My business brings a high level of value to my clients. We can protect themselves, their assets and income, to prepare for the unexpected. I help guide my clients on how to save and invest to maximize wealth accumulation. Lastly I help plan for retirement, and also strategize on how to utilize funds while in retirement.
How Member Creates Value:
As a Financial Professional I strive to help my clients achieve their individual or business goals. I focus on helping them protect their families and income, build their wealth, and plan for retirement. I am focused on building great relationships with my clients and truly help them with their financial goals for their lives.

Skills

  • Financial Planning

Credentials

  • TEAM Member since 2024

Interests

  • Soccer
  • Poker
  • Golfing

Experience

  • 5 years in Financial Industry
  • Bachelors in Finance

Languages

  • English