Laura Tan on Clubhouse

Bio

I am ...
🎓 𝘽𝙖𝙘𝙝𝙚𝙡𝙤𝙧 𝘿𝙚𝙜𝙧𝙚𝙚 𝙁𝙞𝙣𝙖𝙣𝙘𝙚 & 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩
📊 𝙐𝙣𝙞𝙩 𝙏𝙧𝙪𝙨𝙩 𝘾𝙤𝙣𝙨𝙪𝙡𝙩𝙖𝙣𝙩
▪️ 2𝙣𝙙 𝙍𝙪𝙣𝙣𝙚𝙧 𝙐𝙥 𝙏𝙤𝙥 𝙉𝙚𝙬 𝙐𝙏𝘾
▪️𝙈𝙞𝙡𝙡𝙞𝙤𝙣 𝙍𝙞𝙣𝙜𝙜𝙞𝙩 𝙋𝙧𝙤𝙙𝙪𝙘𝙚𝙧 𝙨𝙞𝙣𝙘𝙚 2018
▪️𝘾𝙤𝙛𝙛𝙚𝙚 𝙇𝙤𝙫𝙚𝙧 ☕️
▪️🏀
🎵 𝙆𝙮𝙜𝙤


I am typically do the following ...

▫️Educate clients about investment options and potential risks
▫️Recommend investments to client or select investments on their behalf
▫️Help clients plan for specific circumstances such as education expenses or retirement
▫️Monitor client’s account and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children
▫️Research investment opportunities

Three things in life 🎯
Your health | Your mission | The ppl you love

That’s it 🌹