Preparing for the next step in life isn’t always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals and retirement plan needs.
I serve as a financial professional with a Certified Financial Planner (CFP) designation, a bachelor’s degree in business, and an master’s degree in Finance. I have extensive knowledge of FRS and DROP plans, as well as helping with retirement plan design and implementation. I hold the are Series 6, Series 7, Life, Health and Variable Annuity licenses. From 2001 through 2007, I worked for Valic Financial Advisors, Inc., and have mainly worked with physicians and high net worth individuals.
I was born in Miami Florida and grew up in Lima, Peru. I am also first-generation Lebanese and am fluent in Spanish as well as being conversational in Arabic. I have a husband and two kids and care deeply about my community and volunteer at school activities.
Denise Abi-Fadel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. CRN202210-272970