Monita Kuan

BUSINESS PHILOSOPHY 

 

 I am dedicated to helping my clients achieve their  financial goals. I will spend the time to understand my clients’ financial concerns and work closely with them to develop an investment and/or protection strategy customized to their needs.

 

I engage my clients in a comprehensive interview process. Once I understand their personal situations, I help them define short- and long-term goals and guide them through a decision-making process. I continue to advise them on appropriate strategies as their circumstances, risk tolerance, and objectives change. My goal is to work with clients to help grow and preserve their assets, mitigate their overall risk, and plan for their future.

 

 

EDUCATION

 

Bachelor of Arts, Communication, University of Houston

MBA, Marketing and Finance, University of Houston

 

 

PROFESSIONAL LICENSES

 

Series 6 , 7, 63 and 65 Securities Licensed

 

Life, Accident, Health, Property & Casualty

  

 

 

PRODUCTS AND SERVICES

 

§         Fixed and Variable Annuities

§         Charitable Giving Strategies

§         Disability Income Insurance

§         Estate Conservation Strategies

§         Education Funding Strategies

§         Health Insurance

§         IRA Consolidation/Rollovers

§         Long-Term Care Insurance

§         Mortgage Protection (through life insurance and disability income insurance)

§         Lump Sum Pension Distribution

§         Medicare Supplement Coverage

§         Pension Payout Alternatives

§         Pension Transfer/Rollovers

§         Mutual Funds

§         Tax Sheltered Annuities, 403(b) Plans

§         Term Insurance

§         Universal Life Insurance

§         Variable Universal Life Insurance

§         Whole Life Insurance

§         Stocks & Bonds

             

PROFESSIONAL EXPERIENCE

 

Resident of Houston since 1974

 

13+ years of financial industry experience in advising

individual investors and small business owners

 

Citicorp Investment Services/Citi Smith Barney

JPMorgan/Chase Investment Services

MetLife Financial Services