As a Senior Manager in Sequoia’s Private Client Services Group, I work with a variety of clients including high net worth families and individuals to help them achieve financial success. I enjoy helping clients develop a personalized, cohesive strategy to address their financial goals. Continuous education within the financial services industry is another priority of mine. My goal at the end of the day is to have a positive impact on my clients’ lives.
May 31st, 2019 | 7 mins 3 secs
asset management, certified financial advisor, certified life underwriter, certified public accountant, certified senior advisor, cfa, cfp, chartered advisor in philanthropy, chartered special needs consultant, chsnc, clu, cmfc, cpa, designations, finance, financial planning, linkedin, retirement planning, wealth planning
As a client it can be overwhelming trying to sift through the seemingly endless and important looking designations, to figure out which ones you’re looking for in an advisor. There’s been a proliferation in recent years thanks in part to online schools that offer certification in an endless list of specialties, so the best place to begin the discussion is with the “old-school” credentials that have been around long enough for most people to recognize. Join Alexis Cavanagh, Senior Manager at Sequoia Finanacial Group as she deciphers those professional designations you see on your LinkedIn profile.
November 28th, 2018 | 6 mins 36 secs
bipartisan budget act, filing options, finance, health, income, life expectancy, retire, retired, social security, spousal benefits, wealth, wealth planning
We get asked all the time about the “best timing” and claiming strategies for social security. Most people know they can claim Social Security at 62, or wait as late as age 70. The pros and cons of now vs later are relatively straightforward, the longer you wait, the more you get.