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HomePress ReleaseEIN PresswireNEW YORK LIFE’S JAVIER ZUBIATE EARNS CHARTERED FINANCIAL CONSULTANT® DESIGNATION

NEW YORK LIFE’S JAVIER ZUBIATE EARNS CHARTERED FINANCIAL CONSULTANT® DESIGNATION


Javier Zubiate, MBA, FSCP®, ChFC®, Monetary Advisor

NEW YORK LIFE’S JAVIER ZUBIATE EARNS ChFC DESIGNATION

EL PASO, TX, USA, July 19, 2023/EINPresswire.com/ — Javier Zubiate, ChFC®, FSCP®, an agent for New York Life Insurance coverage Firm and monetary advisor with Crown Wealth Methods, has been designated a Chartered Monetary Advisor® (ChFC®) by the American Faculty, an accredited establishment specializing in insurance coverage and monetary providers training, positioned in Bryn Mawr, Pennsylvania.

Mr. Zubiate was awarded the ChFC® designation after finishing a 9-course skilled curriculum and a rigorous sequence of examinations. The American Faculty is an accredited establishment specializing in monetary providers training.

He studied the important thing monetary disciplines, together with insurance coverage, earnings taxation, retirement planning, and property planning and is ready to satisfy the superior monetary wants of people, professionals, and small-business homeowners.

Javier Zubiate has been a New York Life agent since 2019 and is related to New York Life’s El Paso Common Workplace in Texas. He is a crucial a part of Crown Wealth Methods’ planning group, main the Worker Advantages division and offering invaluable monetary steering for small-business homeowners, entrepreneurs, professionals, and households.

“I’m extremely happy with Javier and every little thing he has completed,” stated Elizabeth Dipp-Metzger, founding father of Crown Wealth Methods, an El Paso-based wealth administration observe. “He’s consistently in search of methods to develop and study, and he’s actually captivated with being an awesome useful resource for our purchasers.”

Mr. Zubiate can be a Monetary Providers Licensed Skilled® and has an MBA with a specialization in finance, in addition to two bachelors’ levels in finance and accounting. He has been with Crown Wealth Methods for 3 years, and he has a expertise for serving to purchasers achieve readability about their wealth. Having labored in his household’s native enterprise as an adolescent, he’s particularly captivated with educating small-business homeowners in his neighborhood and serving to them develop in accordance with their distinctive targets. He lives in El Paso, Texas, and enjoys spending time along with his household.

To study extra about Mr. Zubiate and Crown Wealth Methods, go to CrownWealthStrategies.com.

SMRU # 5696428.2

Javier Zubiate, MBA, FSCP®
Crown Wealth Methods
+1 915-227-1604
electronic mail us right here

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