John Eng

Experience

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  AXA Advisors, LLC

  Aug 2017 - Jan 2018

  Financial Consultant

  (516) 358-3759joao.eng@axa-advisors.comWhen consulting with clients I help them develop a personalized program tailored to their individual situations. This includes:• Assessment of goals, objectives, and risk tolerance.• Education on financial subjects.• Creation of an investment plan and ongoing review.• Asset allocation modeling and portfolio structuring.• Ongoing risk management, attribution, and performance reporting.At AXA we believe that financial planning is about a person’s values not just their money. Our focus is on helping people protect their purchasing power, not simply their principal. We feel it is important to develop the right plan for an individual’s needs by utilizing tools that help manage market volatility and risk, as well as minimize taxes. We share strategies that assist our clients in making financial decisions and help our clients provide for college funding, estate planning, and income in their retirement years.AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d Show less

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  The Money Source Inc.

  Jan 2018 - May 2018

  Financial Services
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  Self Employed

  Jun 2018 - now

  Data Management Specialist