Desiree Claudio

New York City, NYMember since 2014

About myself

As a financial life coach, I analyzed financial information obtained from clients to determine strategies, products and services to help clients to achieve their financial success. My goal is to help clients reach their investment objectives by helping them with the accumulation, preservation and proper distribution of wealth, while helping them protect their family and assets from financial risk.

Active almost 10 years ago

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