Financial Services Professional
Aroda Awarded Agent of the Year in the Greater San Francisco General Office of New York Life: 2008, 2007, 2005
Council Awards every year from 2004 through 2018
My clients have a dedication to the growth of their business or advancement of their professional career. Their wealth strategy is either through ownership of a privately held corporation or in a management position of a private or public company.
My clients look to further enhance their opportunities, but at the same time realize the need to address financial concerns and challenges. They have a strong desire to accomplish their personal objectives in every area that is important to them, and they value a relationship with a financial services professional who will support their aspirations.
My clients seek long-term relationships based on trust, and they understand the importance of these relationships with a financial services professional who can help them accomplish goals for themselves, their business and their family.
VALIDATION IS THE FIRST STEP...
Evaluate Retirement Plans
College Savings Strategizing
Wealth / Estate Funding: Protecting and Accumulating Wealth
Business Initiatives: Succession, Benefits Programs
Legacy Plans
AND SUCCESS IS A JOURNEY...
New York Life Greater San Francisco 2008 Associate of the Year
NYL Greater San Francisco 2007 Associate of the Year
NYL Greater San Francisco 2005 Associate of the Year
NYL Executive Council 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015
NYL Presidents Council 2006
NYL Career Life Producer Award 2005
NYL Career Success Award 2005
NYL Annuity Champion 2005
Qualifying Member: Million Dollar Round Table* 2005 and 2007
Member, NAIFA
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.