Haissam Alrachid, MBA, CFP®
CERTIFIED FINANICAL PLANNER ™ professional
My name is Haissam Alrachid, I am a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. Welcome you to my Web site.
As a Financial Consultant with Equitable Advisors I provide a series of insurance & investment products to my valuable clients. Some of my services are:
- Assets management
- Retirement & Pension Plans
- Estate Planning*
- Life Insurance
- Fixed & Variable Annuities
- Mutual Funds
- Disability & Health Insurance
- College Funds Program
- Charitable Giving
In addition to my Bachelors Degree and Master Degree in Business Administration, (BSBA, MBA), and 30 years experience in the financial and insurance industry, I acquired multiple certifications and licenses to be knowledgeable and informed of all insurance and investment products and regulations including current tax law**.
My commitment to my clients is to offer them the most suitable products and services to achieve their goals and to provide them with the most professional service they all deserve. In addition to products and services offered through Equitable Advisors, we work with some of the top rated investment and insurance companies to offer the best available financial and insurance products to our valuable clients.
* Funded through the use of life insurance and other financial products
** Equitable Advisors and its affiliates do not provide tax or legal advice.