Hello, my name is Lionel Sandoval and I am a financial advisor based in New York. With over 10 years of experience as a financial advisor, I specialize in providing tailored investment strategies that align with my clients’ goals. After graduating from [University Name] with a degree in finance, I began working for [Company Name] where I gained extensive experience in asset management and portfolio management. As my career progressed, I developed expertise in several areas including cash management, retirement planning, tax planning and philanthropic services.
Throughout the years, I have earned several certifications which have helped me deliver outstanding results to my clients while maintaining the highest professional standards. My certifications include [Certifications], which allow me to provide expert advice on numerous complex financial matters.
When not at work, you can find me enjoying time with my family or taking part in outdoor activities such as hiking or playing golf.
I strongly believe that by putting clients' interests first and understanding their specific needs and situation; successful advising can be provided to them for all life stages especially during harsh times like criminal defense industry markets.
lulewis@capitalwealth.com